News
Fidelity unveils new system for RIAs using EISI technology
Fidelity Investments and EISI have created an online advisor platform that delivers planning tools, integrates with Advisor CHANNEL (Fidelity’s brokerage platform), and enables advisors to accomplish multiple data management tasks in a single screen.
The system further streamlines workflow because it is hosted in an application service provider environment, which means client data is accessible anywhere at anytime.
Read the full review at investmentnews.com.
