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Articles tagged "WealthCentral"


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Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

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 at 11:59 PM

Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

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 at 6:54 PM

Steve Hirsch: We didn't want to invest in something that wouldn't be used.

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 at 4:37 AM

Ed O'Brien says CRM is an appropriate hub for an advisor system of technology under certain circumstances.

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 at 4:03 AM

Ed O'Brien says says Fidelity's ability to integrate third-party vendors sets WealthCentral apart from others.

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 at 3:09 AM


WealthCentral Mobile is available for download in the Android Market

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 at 2:52 PM

Ed O'Brien: The natural progression is to improve the open platform in two ways; one is making the integration we have more robust...and two is adding more tools and selection.

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 at 4:25 AM

Richard Hart: We think it’s a really big deal.

(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 at 4:09 AM

Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 at 12:44 PM

Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch

The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

August 31, 2010 at 12:53 PM

Neesha Hathi: No one in the industry is doing anything like this.

Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs

Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral

May 11, 2010 at 6:08 AM

Peter Hess: “It’s more affordable and it’s more of an offering.”

Outsourcing begins to catch fire at Advent Software

Hess recognizes that a new breed of advisor doesn't want the 'dirty work'

October 28, 2009 at 4:28 AM

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