Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

The move is designed to allow Fidelity Adviser Solutions to reach more advisers, the firm said. Through Intelliflo's ZeroKey-powered web extension, Intelliflo users will be able to access integrations developed between Fidelity Adviser Solutions and ZeroKey. The initial release will enable advisers to create a client record on the Fidelity Adviser Solutions platform, using "straight-through" processing to reduce the need for manual rekeying and streamline client set-up, the firm said. Fidelity Adviser Solutions head of adviser distribution Paul Richards said: "Our focus is on makin...