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Fidelity Developing Platform for Multiple Custodians
Fidelity is developing the “Total Advisor Platform,” which will serve as a single platform for Fidelity advisors, broker-dealers, banks and family offices, says Edward O’Brien, head of platform technology and senior v.p. at the firm. So reports Wealth Management.
It will provide access to third party vendors, multiple custodians, and Fidelity’s proprietary tools.
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