Fidelity Clearing Canada announced Sept. 6 the launch of uniFide, an integrated web platform that provides back office and administrative support for brokers and portfolio managers. FCC says the platform will deliver processing efficiencies, consolidated information and enhanced tools.
"We understand it's a competitive market out there. Every minute spent on back office and administrative support is time away from the end-investor. Having the right technology allows our clients to focus their attention back on building relationships and other value-add activities" says Scott MacKenzie, CEO of FCC.
Caters to advisors’ needs
MacKenzie says the company has listened to what advisors want and built a solution that caters to their needs. “What we've come up with is a turnkey, web-based solution that will eliminate cost and complexity for our clients," says MacKenzie. "By engaging with our clients we are able to deliver a single integrated platform tailored to the priorities that grow their business."