Fidelity Investments has expanded independent advisors’ access to third-party providers within its WealthCentral custodial platform by integrating a portfolio management solution from Black Diamond Performance Reporting.
The Web-based BlueSky portfolio and reporting platform allows advisors to outsource and automate daily reconciliation of their clients’ investment information, including aggregation of assets that are held-away from Fidelity. It also runs comprehensive, customized reports on demand.
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