XTRAC

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.

Fidelity’s XTRAC Solutions Sees Increased Demand For Its Workflow And Document Management Technology


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.

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