The tech team at Fidelity Institutional Wealth Services this week has come up with a new way to help prevent independent financial advisers from enjoying their vacations: a new smart phone app that allows them to open client accounts and do electronic trading for clients from anywhere.
“What we’ve done,” says Ed O’Brien, senior vice president and head of technology at Fidelity Institutional Wealth Services, “is expand the capability of the system we introduced in February with the next step in evolution.”
