Post integration, the platform will offer Fidelity’s clearing and custodial services. Benefits of the platform include: integration of advisors’ commission- and fee-based businesses; tools to process new business, service accounts, manage client data and track compensation across multiple platforms and custodians.
The platform will now also produce consolidated statements that capture both advisory and brokerage accounts.
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"This integration represents an important milestone in NFP Advisor Services Group’s commitment to serving the hybrid and independent RIA marketplace," said James Poer, president of NFP Advisor Services Group.
"We are thrilled to welcome Fidelity to the platform and believe that the addition of their services can help it further strengthen the distinctive, value-added offerings IndeSuite provides to advisors on a day-to-day basis," he added.
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