Fidelity's upcoming IFA technology roadshow will introduce advisers to its fund supermarket, launchi...
Fidelity's upcoming IFA technology roadshow will introduce advisers to its fund supermarket, launching this summer. The supermarket will feature online transactional capability from IFA's own websites and provide access to up to 300 funds from 12 fund providers. It will enable IFAs to open accounts online as well as deal and produce consolidated commission payments and statements. The system also allows intermediaries to produce online valuations and statements for all clients to access and retrieve client data in electronic form. Advisers wishing to attend the Fidelity E-volution 200...
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