The firm’s brokerage arm has teamed up with multi-dealer platform Simon to deliver structured investments to wealth management firms.

Fidelity Institutional, a division of Fidelity Investments, is the first clearing and custody firm to announce an integration with Simon to aid advisers to construct their investment portfolios through a single sign-on from Wealthscape, Fidelity’s adviser technology platform. The new digital solution will enable advisers on Fidelity’s Wealthscape to filter and analyse current offerings across all of Fidelity’s issuers in one location, and access on-demand educational and train

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