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Fidelity jumps into the game of providing technology for picking RIA technology

Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names

Thursday, September 15, 2011 – 3:14 PM by Lisa Shidler
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David Canter: We hear from advisors at least on a weekly basis that they're looking to upgrade technology.

David Canter

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Richard Whitworth

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Adam Moseley


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

ActiFi, Inc.
Consulting Firm
Top Executive: Spenser Segal




Josh Meyer

Josh Meyer

September 15, 2011 — 2:35 PM

http://www.advisortechtools.com/ was actually the first place an advisor could compare and evaluate technology tools (200 of them). We even have a web application that allows a firm to see how they could improve data flow between applications they own or are considering owning.

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