Fidelity Investments has expanded independent advisers' access to third-party providers within its WealthCentral custodial platform by integrating a portfolio management solution from Black Diamond Performance Reporting.
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The move was announced Thursday.
The Web-based BlueSky portfolio and reporting platform allows advisers to outsource and automate daily reconciliation of their clients' investment information, including aggregation of assets that are held away from Fidelity. It also runs comprehensive, customized reports on demand.
