Fidelity Investments announced it has enhanced the trade-processing capabilities of Advisor CHANNEL, the company's analysis, trading and reporting platform for registered-investment advisers (RIA) and fee-based correspondent broker/dealers. Among the enhancements, Fidelity expanded its order-management capabilities to allow advisers to automatically match imported-trade allocations with existing block-equity orders through Advisor CHANNEL or other third-party order-management systems.
eMoney Advisor, a provider of wealth-planning solutions, and Brinker Capital, a provider of managed-account services for investment advisers, announced the launch of an online wealth-advisory and planning platform for the high-net-worth market. The platform, called BrinkerAccess, is being provided by Brinker Capital and supports estate planning, investment planning and financial planning.
StatementOne, a provider of enterprise financial-data consolidation and performance reporting, announced that WS Griffith Advisors has signed an agreement to integrate StatementOne's consolidated portfolio-accounting and performance-reporting solution into its technology infrastructure. WS Griffith Advisors, Inc. is a financial-planning organization that offers a diversified array of financial products and services.