Fidelity’s National Financial clearing and custody subsidiary has upgraded its Streetscape workstation and accompanying consumer portal myStreetscape to make them more user friendly, easier to navigate and robust.
The navigation has been streamlined and made consistent across the two workstations and now requires fewer clicks to view data.
In addition, National Financial has added conditional order and trailing stop trading capabilities, margin credit on international securities, additional market data, enhanced money movement functionality and on-demand reporting. The workstations now include a new market overview page, economic overviews, global indexes, quotes, charting, company profile, stock and mutual fund screeners and advanced watch lists.
“Our new strategy is about more than new features and functionality,” said Sanjiv Mirchandani, president of National Financial. “It’s about completely transforming the way advisers approach and conduct their business as well as manage their client relationships. This is a direct result of input from our clients and will enable us to continually enhance our offering and help clients seize opportunities to efficiently grow their business.”
National Financial client Wilson Williams, president of Williams Financial Group, said, “The enhanced Streetscape is an exceptional product. It is even more powerful and easier to use, which is essential as advisers need to be able to quickly and seamlessly access news, management tools, positions and research. In addition, it also includes excellent graphics, which makes it easy to share information with clients.”