August 13, 2020
T3 Tech News Banner

FIDELITY LAUNCHES BOND BEACON, A DIGITAL FIXED INCOME TRADING SOLUTION FOR FIRMS AND ADVISORS

Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
February 18, 2020
T3 Tech News Banner

Fidelity Adds New Self-Service Capabilities In Its Open Architecture Digital Store, Integration Xchange

Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
December 11, 2019

BlackRock and 55ip Make Model Portfolios Less Taxing

55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]
March 28, 2019

OS33 Enters Into Cybersecurity Partnership with Financial Services Institute (FSI)

Workplace by OS33 has joined alongside Pershing, Fidelity and Broadridge as an Ambassador Sponsor of FSI. In addition, Workplace by OS33 has agreed to be an […]
October 17, 2018

Fidelity Introduces Integration Exchange, Allowing Firms to Custom-Build a Tech Stack from more than 100 Third-Party Tools

Fidelity® announced the launch of WealthscapeSM Integration Xchange, its open architecture digital store. With Integration Xchange, wealth management firms can explore a variety of integration options to design […]
February 7, 2018

New Advisor Technology Solutions From Fidelity® Announced at T3 Conference

While at the T3 Technology Conference for financial advisors today, Fidelity® announced new technology tools – that will be accessible via WealthscapeSM – designed to help […]
September 18, 2017

Fidelity® Announces General Availability of AMP, A Planning-Led Digital Advice Solution Co-Developed with eMoney

Fidelity Clearing & Custody Solutions® has announced general availability of Fidelity AMP (Automated Managed Platform), its financial planning-led digital advice solution co-developed with eMoney Advisor. AMP allows financial advisors to manage […]
June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
April 13, 2017

A Conversation with David Canter, New Head of the RIA Segment at Fidelity

On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
October 18, 2016

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]