Fidelity Investments, in cooperation with Oracle Corp. and Emerging Information Systems Inc., has created two web-based customer relationship management and financial planning systems for registered investment advisers, the Boston-based firm announced today.
Fidelity Investments, in cooperation with Oracle Corp. and Emerging Information Systems Inc., has created two web-based customer relationship management and financial planning systems for registered investment advisers, the Boston-based firm announced today.
Through a customized version of Oracle’s Siebel CRM On Demand, Fidelity offers advisers with automatic data management.
The new software will be integrated with Advisor CHANNEL, Fidelity’s brokerage platform.
Client data within Advisor CHANNEL can now be imported into the CRM program, showing account valuations and contact information on one screen.
Fidelity’s NaviPlan financial planning software, coming from EISI’s NaviPlan Central program, also works with Advisor CHANNEL, allowing advisers access to Fidelity’s brokerage account demographic.
Advisers can also track the progress of clients’ financial plans, assess investors’ net worth and generate wealth planning models, customized with their firm’s logo.
Both systems are also hosted in an on-demand application service provider environment, which further streamlines workflow by making client data accessible anywhere at anytime, Fidelity said in a statement.
