Fidelity, Envestnet on plans to relaunch a more streamlined, customized platform

Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience. By Anand Gupta


https://www.financial-planning.com/news/fidelity-envestnet-relaunch-all-in-one-wealth-management-platform?utm_source=dlvr.it&utm_medium=blogger