The tech team at Fidelity Institutional Wealth Services this week has come up with a new way to help prevent independent financial advisors from enjoying their vacations: a new smartphone app that allows them to open client accounts and do electronic trading for clients from anywhere.
“What we’ve done,” said Ed O’Brien, senior vice president and head of technology at Fidelity Institutional Wealth Services, “is expand the capability of the system we introduced in February with the next step in evolution.”
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