3Macs signs deal to use Fidelity’s wealth platform

3Macs will use software from Fidelity Clearing Canada to manage its accounts.

The company hopes it will improve its operations by providing new tools to its advisors. It’s part of a growth strategy 3Macs announced last April. The strategy focuses on improving client experience by adopting new technology and service models.

Read: Why 3Macs bought Desjardins’ branches

Fidelity Clearing will provide 3Macs with a new brokerage platform and service model providing trade execution, clearing and custody of all investments and automated corporate actions and online account opening.

Also read:

3Macs to take over Desjardins Securities’ branches

Fidelity launches 10 funds

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.