Fidelity unveils systems for RIAs
Fidelity Investments, in cooperation with Oracle Corp. and Emerging Information Systems Inc., has created two web-based customer relationship management and financial planning systems for registered investment advisers, the Boston-based firm announced today.
Through a customized version of Oracles Siebel CRM On Demand, Fidelity offers advisers with automatic data management.
The new software will be integrated with Advisor CHANNEL, Fidelitys brokerage platform.
Client data within Advisor CHANNEL can now be imported into the CRM program, showing account valuations and contact information on one screen.
Fidelitys NaviPlan financial planning software, coming from EISIs NaviPlan Central program, also works with Advisor CHANNEL, allowing advisers access to Fidelitys brokerage account demographic.
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