Thus, advisors can see client account balances, holdings, transactions, profile information and current account alerts, as well as market news and quotes. Advisors can also customize the application to display their preferences.
Future applications will be created for the iPad and other mobile devices and include trading, interactive charting and more sophisticated account details.
“Advisors increasingly tell us they are looking for new and better ways to improve efficiencies,” said Edward O’Brien, senior vice president and head of technology at Fidelity Institutional Wealth Services. “We’ve leveraged a combination of Fidelity’s people, processes and technology to create a new app that merges innovating mobile technologies such as the iPhone with the power of WealthCentral.”
Rick Adkins, chief executive officer of
Currently, 800 RIA firms use WealthCentral.