Articles tagged "WealthCentral"


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Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?

'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

May 1, 2013 — 11:59 PM UTC

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now

Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

October 31, 2012 — 6:54 PM UTC

Schwab finally hops on the iPhone app bandwagon -- to the iTune of 30,000 potential RIA employees

The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity

June 29, 2012 — 4:37 AM UTC

As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3

The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways

February 23, 2012 — 4:03 AM UTC

Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral

Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute

September 28, 2011 — 3:09 AM UTC

(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors

Pershing appears to have a lead in this area

April 11, 2011 — 1:41 PM UTC

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android

Functionality is just like the iPhone version, with no mobile trading yet

March 22, 2011 — 2:52 PM UTC

Technology review: Fidelity's WealthCentral is solid and smart but still has seams

Getting people to switch is complicated because it means getting a commitment and collecting big fees

October 14, 2010 — 4:25 AM UTC

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps

WealthCentral lures breakaways to FIWS and it may also work for National Financial

October 1, 2010 — 4:09 AM UTC

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 — 12:44 PM UTC