Fidelity also announced on Wednesday that it will be making additional upgrades and enhancements to the Wealthscape Platform and its mobile apps. These will include more digital onboarding features, an online chat feature for client service and tech support; a new front-end order entry tool for alternative investment subscriptions, redemption and capital commitments; and updates to the interface design for the Wealthscape and Wealthscape Investor platform and mobile experiences.
"We have an enormous pipeline of onboardings to get through, and the summer months are going to be very busy for us," said Kurtzer. "At the same time, we're executing on a long-term, multi-year plan to invest in and roll out new digital tools. 2020 is a big year, there's a lot more to come, with a lot of other tools and functionality we're going to be rolling out later in the year."