Fidelity Investments

Global Financial Private Capital is Latest Financial Services Firm to Choose XTRAC

Record numbers of professionals in the financial services industry are using the advanced business processing technology that has run much of the operations and infrastructure at Fidelity Investments® for the past 20 years.

The 2013 Fidelity RIA Benchmarking Study Reveals Smart Technology Adoption Contributing to High-Performing Firms’ Success

Fidelity Institutional Wealth Services®ⁱ, a leading custodian for registered investment advisor (RIA) firms, today released findings from The 2013 Fidelity RIA Benchmarking Studyⁱⁱ, which found “High-Performing Firmsⁱⁱⁱ” are seeing 1.5x the growth, 1.3x the profitability and 1.5x the productivity of “All Other Eligible Firms^iv.” The study explored the factors contributing to High-Performing Firms’ success, and found that while focusing on a range of areas was important, these firms also have in common a focus on smart technology adoption.