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Products March 30, 2010
National Financial Adds Tools to Help Manage Client Tasks
National Financial said it has made enhancements to its online service technology resources to help brokers and advisers better initiate and manage service requests.
Reported by
PLANADVISER Staff
The new resources include streamlined account set-up and transfer of assets capabilities, e-notification of customer statements and trade confirmations, and enhancements to National Financial’s Service Center, the online platform for managing service requests.
National Financial, the broker/dealer arm of Fidelity Investments, said the enhancements to its Service Center are designed to automate various service requests, including prioritized time-sensitive updates, actionable response instructions and secure alerts via e-mail or mobile devices.