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Pershing And Fidelity Making It Easier For Advisers To Use Model Portfolios

TedTed
in The Bullpen
FYI: Custodians are introducing new technology to make it easier for financial advisers to use model investment portfolios with clients.

BNY Mellon Pershing announced on Monday a new digital portal for managing and delivering model portfolios, while Fidelity Clearing and Custody Solutions is bringing customizable models to Fidelity AMP, its adviser-facing digital advice platform.
Regards,
Ted
https://www.google.com/search?sxsrf=ACYBGNS-qkpMLXtVnBfPPN8mkx4ei3AXXw:1571134314185&source=hp&ei=apulXZf5B8LktQXnopG4Bw&q=Pershing+and+Fidelity+making+it+easier+for+advisers+to+use+model+portfolios&oq=Pershing+and+Fidelity+making+it+easier+for+advisers+to+use+model+portfolios&gs_l=psy-ab.3...4203.4203..5836...0.0..0.74.74.1......0....2j1..gws-wiz.LY6Bu2xWzoM&ved=0ahUKEwiX1sC1g57lAhVCcq0KHWdRBHcQ4dUDCAc&uact=5
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