Fidelity platform allows access to 'greater' client data

The primary beneficiaries of this integration will be users of Intelliflo Office, who can access client data in a single place. This will be the first time that Intelliflo customers will be able to access transactional data directly from Fidelity into their systems. Research conducted by Fidelity Adviser Solutions among 200 advisers between 15 and 26 June 2023 found a demand for efficiencies, with 22% calling for improved business efficiencies. To address this need, the newly implemented integration allows advisers using Intelliflo Office with the capability to access their clients...