Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms

Especially for RIAs

Date:

Pixabay CC0 Public Domain

Author: Funds Society, Miami

The all-in-one technology stack and the advisory bundle featuring FMAX Essentials, a new, streamlined managed account platform, each aim to reduce two common technology barriers for smaller firms: resources and cost

Fidelity’s latest Advisor Technology Stack study found that firms with less than $250M are 1.8x less likely to embrace technology best practices than firms with $1T+ AUM