Fidelity Investments-in what it says is part of a multi-year Internet
initiative-has launched a newly designed Web site for its advisor
The company says the site, at advisor.fidelity.com, is modelled after those of major retailers, with features that include a "shopping cart" for streamlined ordering of literature and sales materials, expanded practice management sales and ideas, and podcasts featured on www.itunes.com.
The new design also offers a single page at which advisors can research fund pricing and performance information, order fund literature and research related topics, including complementary funds and Fidelity's White Papers series.
Users of the Web site can also customize the content according to their market- and firm-specific needs, according to Fidelity.
Other additions to the Web site are planned over the next 18 months, says Martha Willis, executive vice president of Fidelity Investments Institutional Services Company.
"While we're very happy about advisors' initial reaction about these enhancements, our efforts represent only a fraction of the functional and content improvements that Fidelity has planned for advisors over the course of this multiyear project," Willis says.