Fidelity Investments has enhanced its custodial platform, WealthCentral, for registered investment advisors, so that it is now possible to create block orders from the portfolio modeling and rebalancing tool, as well as conduct searches more effectively.
These and other enhancements, including automated alerts on short-term redemption fees, are in response to client feedback, Fidelity announced Tuesday. The platform is just over 1-1/2 years old, having launched in December 2008, but it has more than 600 clients—which are expected to double in the next year. Other functions include detailed fixed income holding reports.
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