Fidelity Investments’ RIA custodian business has announced a new tool, Technology Investment Evaluator, to help advisers run their businesses more efficiently.

The Excel-based application will help consultants within Fidelity Institutional Wealth Services to pinpoint where technology upgrades could improve advisors’ workflow and what the economic impact of those upgrades would be.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.