Fidelity Investments and Sungard have added new services to their popular Integrated Trading and Custody Platform. The new services include a directed trustee services program; a payment and reporting system for brokers serving retirement plans; and an Internet-based service to help third-party 401(k) administrators meet the retirement planning needs of their clients.

The Integrated Trading and Custody Platform is an online system designed to help broker/dealers in the retirement investment space with compliance issues, as well as assist with automated payments of asset-based fees to broker/dealers through the NSCC Commission Settlement Service, reporting to fund companies of broker/dealer representative relationships to the retirement plans and an industry leading web application designed exclusively for broker/dealers. The service was launched as a joint venture between Fidelity and SunGard in August 2006, and has garnered about 200 clients so far.

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