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Fidelity Technology

  1. Fidelity Paves Way for RIAs

    For the RIA to be, Fidelity offers a useful suite of free tools.

  2. Innovation at Fidelity

    Fidelity Labs has potential to be fertile ground for new products.

  3. 2013's Best Tech for Advisors

    Advisor technology columnist Bill Winterberg's Best Tech for Advisors award winners simplify client deposits, streamline client risk assessment, and push the envelope on custody technology .

  4. Fidelity Addresses Retirement Savings Shortfall

    Initiative aims to help sponsors improve their defined contribution plans.

  5. Mobile Portfolio Management Gets Easier

    One of the first mobile portfolio management apps for advisors gets an update, while an under-the-"radar" provider debuts its own native app.

  6. Say Goodbye to Signatures on Paper Forms

    Stop printing forms and start processing documents electronically with updates from popular technology providers.

  7. New Trends in Tech at T3

    Highlights from last month's advisor technology conference.

  8. One Tool With Six-Figure Savings Potential

    Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios.

  9. For Independent Integration, X Marks The Spot

    This platform-agnostic suite of tools might be just what you need.

  10. An App for Your High Net Worth Clients

    Advisors can offer high net worth clients an online personal finance application similar to ones that are wildly popular with investors.

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