Fidelity Investments has added two new financial reporting capabilities to its portfolio.
The company is rolling out a suite of automation tools to allow its customers to make better informed decisions.
“Automated financial reporting is a very powerful tool to improve the accuracy and transparency of investment decisions and to help clients achieve financial independence,” said Gary Wasserstrom, Fidelity’s head of research and analytics.
Fidelity’s new financial automation suite is called “Fidelity Fulfillment”, and it comes with a new feature called the “Automated Financial Reporting” tool.
For investors, the automation suite will allow Fidelity to make more informed decisions on what to buy and sell, how much to invest and how much it would cost to do so.
To use the automated financial reports, you will need to first open the Fidelity app, which can be found here.
Once there, you can tap on the Automated Financial Reports icon and you’ll be taken to a screen where you can check the accuracy of the reports and see which tools it can provide you with.
You can also check the reliability of the financial information provided by the reports.
At this point, the Fidgets team is in the process of working with Fidelity on the automated reporting features.
It’s still a work in progress, and there’s no set date for the rollout of the new features, but it’s expected that they will arrive sometime this summer.
Other Fidelity Financial Services products like the FTSE-100 index fund and the F-Shares FTSX Global Index fund are currently being rolled out to customers, and they’ll be the first ones to receive the new automated financial tools.
While Fidelity is offering automated financial services to its customers, Fidget will also continue to provide some of its core business tools to its clients.
This includes its investment-management product, the Financial Analyst, which is used by nearly 2 million clients each month.
Another Fidelity investment product, “Fisheye”, is a simple way for investors to find the stock they want to buy.
And Fidelity offers a portfolio manager service, “CashFlow”, which allows investors to manage their portfolios with the same efficiency as they do with their own portfolios.
So if you’re a Fidelity customer, you’ll soon be able to access these and other Fidelity products.
Additionally, Fisheyes is coming to the iPhone and iPad, and Fidelity will also offer a mobile wallet app for iOS users.
What’s your favorite Fidelity financial product?