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View on Advisors: leave your technology woes behind. Custodians want to manage your tech for you. That message was delivered loud and clear on Thursday as the Technology Tools for Today (T3) conference dedicated to advisor tech kicked off with big announcements from custodians Fidelity and Schwab.

Workplace refreshes its interface with a modern look and seamless workflow integration for greater advisor productivity; The latest version includes improved security and workflow features such as web app single-sign-on, built in token 2-factor authentication, cutting edge auditing, cybersecurity and compliance features; Workplace is offered in Fidelity®’s new Wealthcentral® Technology Bundle

View on What & When: Fidelity® will showcase technology to improve the advisor experience, on and off the show floor, at the 2015 T3 Conference – Advisor Edition, February 12-14, at the Hilton Anatole in Dallas. Conference attendees can participate in hands-on demonstrations of new technologies in Fidelity’s booth, while also taking advantage of […]