News

Fidelity Investments launches a $50 million wealth management platform powered by EISI technology

Fidelity Investments has just announced the revolutionary release of Fidelity WealthCentral®, a powerful Web-based wealth management platform that leverages EISI’s NaviPlan Central ASP technology and software.

Fidelity’s $50 million investment, which combines the best capabilities of three of the industry’s best technologies into a single user interface, will reach thousands of advisors across 25 firms. In a press release, Fidelity says that for its ability to streamline processes and reduce the labor-intensive components of financial planning such as data entry, “it’s a platform that can help facilitate a better way of doing business.”

Ultimately, WealthCentral® will enable advisors to address the complex planning needs of a full wealth spectrum of clients, create more financial plans in less time, and increase assets under management.

A third-party ROI study commissioned by Fidelity before engaging in the project revealed that with WealthCentral®, individual advisor revenue is expected to grow 36 percent.

Read Fidelity’s press release at BusinessWire.com

For background on the evolution of platform, see: Fidelity’s revolutionary WealthCentral platform a conglomerate of best-of-breed technology