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Fidelity® Makes It Even Easier for Firms to Build Tailored Technology Platforms With New Self-service Capabilities in Its Open Architecture Digital Store, Integration XchangeFidelity® today announced that Integration Xchange, the company's award-winning open architecture digital storei, is rolling out self-service functionality to make it easier for wealth management firms to test, deploy and manage technology platforms that meet their distinct business needs. With Integration Xchange, firms can explore a wide range of integration options in a single location to develop custom technology platforms that help them streamline business processes and workflows. Fidelity continues to expand and enhance its Integration Xchange digital store, which includes access to more than 175 third-party tools and integrations including APIs, data feeds, single sign-on, real time alerts, Financial Information eXchange (FIX®) trading connectivity and more. The new self-service features will help firms engage with and manage the integration of new tools, including a robust test experience. "We're committed to helping firms find the appropriate technology for their advisors and investors, and that's why we offer a broad range of building blocks for their platforms as well as the resources to understand how they can fit together," said Lisa Burns, head of Platform Technology, Fidelity Institutional. "Our clients have been successfully using Integration Xchange to design and build their platforms, and the new self-service functionality takes it a step further by making it easier for firms to manage their end-to-end technology ecosystems on their own."
New Capabilities to Help Firms Test, Deploy and Manage Integrations
Fidelity has also improved its capabilities to quickly generate sample code for firms to test integrations on their platforms, reducing the process from days to minutes. These enhancements were designed to help firms test and deploy integrations more seamlessly. To support firms after integration, Fidelity is adding new functionality to help them with operational oversite and control of their technology ecosystem, including tools to help firms proactively manage their secure connections with Fidelity, as well as more easily understand their vendor connections and where data is being sent on their behalf. "We're always looking for ways to make things easier for our clients, and these new capabilities help firms simplify the end-to-end process from discovery through development and ongoing oversite," said Burns.
Fidelity Continues to Add to and Enhance its Third-Party Marketplace
Laser App, Riskalyze, Tamarac and Wealthbox® are among the third-parties with new or enhanced inegrations:
Integration Xchange now links directly to eMoney Advisor's recently launched API storefront, eMoney Access. The storefront provides firms access to planning, client fact data, document storage and other features found within the eMoney platform. This integration will provide a streamlined solution for firms looking to build seamless experiences across eMoney and Fidelity.
Focus on Innovation and Meeting Client Needs
Integration Xchange launched in October 2018 to help make it easier for firms to understand and navigate the range of available integrations. Fidelity consultants work with firms interested in building customized solutions during the design and development process to support their implementations. Integration Xchange also received the 2019 WealthMangement.com Industry Award for Custodian Technology. Fidelity invests in its technology enterprise-wide, leveraging its scale to develop new capabilities and enhancements that help meet the distinct needs of each of its customers. To support the evolving needs of wealth management firms, Fidelity will continue to look for opportunities to grow the platform with new integration solutions and help make it easier for firms to work both with Fidelity and on their own, as well as continuously experimenting with technologies that simplify and enhance the client experience. For more about Integration Xchange and to discuss the solution with Fidelity, please visit http://go.fidelity.com/IntegrationXchange.
About Fidelity Investments
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity Clearing & Custody Solutions® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC. 200 Seaport Boulevard, Boston, MA 02210. 916425.1.0 © 2020 FMR LLC. All rights reserved. i Award-Winning Fidelity Integration Xchange: Wealthscape Integration Xchange won the 2019 WealthMangement.com Industry Award for Custodian Technology. Full descriptions of award categories and criteria are available here: https://events.wealthmanagement.com/categories/ View source version on businesswire.com: https://www.businesswire.com/news/home/20200218005068/en/ |