Products March 9, 2012

Fidelity’s Services Integrate with IndeSuite

Fidelity Investments’ clearing and custodial services—offered through its subsidiary, National Financial Services, LLC—will be fully integrated into NFP Advisor Services Group's IndeSuite platform.
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IndeSuite is designed to integrate advisers’ commission- and fee-based business. This wealth management platform provides hybrid and independent registered investment advisers (RIAs) access to a broad array of business tools through a single interface. 

The platform is designed to bring technology, scale and services to advisers. Additional benefits of the platform include:

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  • Tools to process new business, service accounts, manage client data and track compensation across multiple platforms and custodians;
  • The unique ability to produce consolidated statements that capture both advisory and brokerage accounts; and
  • The support of a centralized service team.

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