Money Management Executive
Another Addition
December 26, 2001, 1:00 a.m. EST 1 Min Read
Fidelity Investments Institutional Brokerage Group is trying to help its advisers outshine the competition when it comes to practice management.
The company has added additional client lead-generating systems to its new practice management tool, called PracticeAdvantage.
The Fidelity platform already automatically adds advisers names to Advisor Access -- the companys internal lead-generating system.
PracticeAdvantage is available to advisers through AdvisorCHANNEL.com and will be available to broker-dealers in early 2002. Through its partnership with New York-based InvestorTree and its platform Intelligent Match -- a Web-based service designed to generate qualified leads -- registered investment advisers can find prospective clients at discounted rates.
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Money Management Executive