Fidelity adapts FundsNetwork for usability

The objective has been to improve on customisation already announced through the Portfolio Planner service. Among the benefits touted for IFAs are the ability to: create new preferred fund panels and favoured fund lists, set up model portfolios for use across multiple clients, customise default asset allocation models, self-brand a customised version of Portfolio Planner, fast track to the execution stage, use a more convenient method to build client plans for both monthly contributions and withdrawals. Rob Fisher, head of sales at FundsNetwork, says the ongoing changes are part of...