Fidelity Investments this week introduced a consulting platform and an online marketplace service as enhancements to its practice management program for registered investment advisors.
The marketing consulting platform offers one-on-one consultations with Fidelity marketing specialists and program management help to develop strategic marketing initiatives. Advisors can also access Fidelity's network of third-party marketing service providers for branding and positioning strategies, Web site design and other services. In addition, they can also tap into Fidelity's online marketing program, PracticeMark.
Fidelity's new online marketplace service, Practice Perks, gives advisors access to business products and services-such as office supplies, computers and travel-from various retailers and service providers nationwide. Practice Perks is also offered in conjunction with Shopping Perks, which lets Fidelity clients reward their customers with access to discounts on products and services from hundreds of merchants.
The Fidelity Practice Management Program now offers advisors access to nearly 50 providers.