Financial Services Industry
Industry: Email Alert RSS FeedFidelity expands fund supermarket i-Tools range with Portfolio Planner.(Offers core strategy asset allocation options)(Brief Article)
Financial Adviser, October, 2002
Fidelity Investments has expanded its fund supermarkets i-Tools range. The new Portfolio Planner on FundsNetwork assists in tasks such as individual client goal-setting, growth modelling, risk assessment and asset allocation. The tool would enable IFAs to follow one of five core strategy asset allocation options or tailor asset allocation to their own investment views, according to Fidelity.
Advisers can then apply their own combination of filtering criteria to select from the 660 funds now available on the fund supermarket.
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