Financial advisers will now be able to get information about
The system includes information from 260 mutual fund and variable annuity providers. Advisers will still have access through Fidelity’s own site and AdvisorCentral platform.
The DST site will aggregate account balances irrespective of family, as well as client statements. Quarterly downloads will also be available, according to Fidelity. The goal, Fidelity Investments Institutional Services Company Executive Vice President Craig Huntley said, is to streamline processes for already busy advisers, allowing them more time to spend directly with clients.