Salesforce AppExchange

Fidelity's® XTRAC® Moves to the Front-Office; Empowers Client-Facing Employees with Salesforce Integration


XTRAC Available on Salesforce1 AppExchange, The World’s Leading Business Apps Marketplace

Client-facing employees in highly regulated companies around the world now have access to business processing services that were once the sole purview of their operations and technology teams. XTRAC® Solutions, the independently operated Fidelity Investments® company that provides workflow and document management services, has been integrated with the Salesforce1 Customer Platform to streamline day-to-day operations for highly regulated companies and arm employees with the information they need to better serve their clients.

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