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Fidelity to Offer Envestnet’s Integrated Workstation to Advisors

Fidelity’s Clearing & Custody division announced Oct. 28 a new relationship with Envestnet Retirement Solutions to offer its new workstation to retirement plan advisors. The desktop workstation will be accessible via single sign-on through Fidelity’s WealthCentral® and Streetscape® platforms, providing advisory firms access to retirement plan data and service providers in one central location.

The new workstation will be available to Fidelity Clearing & Custody clients beginning in the first quarter of next year. It “will help advisors more easily put technology to work for their businesses by integrating into the systems and service providers they are already using,” said Babu Sivadasan, Group President of Envestnet. “It will also serve as a single solution for needs that are often outsourced or pieced together by firms, including compliance reporting and plan reporting.”

For more information on Fidelity’s value-adds for advisors, visit the NAPA Partner Corner page of Fidelity’s DCIO.

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