"There are many technology tools in the market today that help advisors deepen relationships with clients, as well as grow and evolve their businesses," said Haskins in a statement. "Our goal is to make the options available within a single location and to continue to evolve our offering along with today's fast-paced fintech environment."
Integration Xchange offers advisors and wealth managers integration capabilities such as:
- Application Programming Interfaces (APIs) to embed brokerage data and functionality into their platform with customized user interfaces for near real-time data retrieval and processing
- Framing and linking to integrate Wealthscape features with their own branding
- Outbound transmissions so that firms can leverage a suite of data transmission files to retrieve client specific data from Fidelity's core broker system in bulk on a regular basis
- Inbound file processing, so firms can send transactions in bulk for near real-time processing
- Financial Information eXchange (FIX) for Fidelity Clearing & Custody Solutions clients who use FIX and third-party management systems.
"There are different ways to execute through integration," explained Haskins. It's about choice and flexibility, about firms developing the technology they need. We know that one size doesn't fit all."
Integration Xchange is the latest solution available on Fidelity's Wealthscape platform, which already includes deep integrations with eMoney — adopted by more than 2,000 issuers in nearly 700 firms — and Fidelity Automated Managed Platform (Fidelity AMP), a digital advice solution co-developed with eMoney and deployed to more than 30 firms, according to Fidelity.
Fidelity sign. (Photo: AP) 
