Fidelity–SunGard Solution
Your organization can now rely on a single source for your mutual fund processing needs and compliance tools as a result of a long-term, strategic alliance between Fidelity Investments (Fidelity) and SunGard. With custody, clearing services and compliance tools from Fidelity and secure trade automation, integration and connectivity from the SunGard Global Network (SGN), our single solution can help you meet the needs of your end-clients.
Features
- Offers specialized solutions tailored for bank trust institutions and retirement plan administrators
- Provides Web based tools for account monitoring and administration
- Includes access to implementation specialists and a dedicated account management team
Benefits
- Reconciles files and positions each day to help keep your system in balance
SGN Brokerage Services offered in the United States are provided by SunGard Institutional Brokerage Inc., Member FINRA / SIPC .
SGN Brokerage Services offered throughout Europe, the Middle East, Africa and Asia Pacific are provided by SunGard Global Execution Services Limited which is authorised and regulated by the Financial Services Authority, No. 469919 • Incorporated and registered in England and Wales No. 3127109 • Registered Office: 25 Canada Square, London E14 5LQ
SunGard Global Execution Services Limited (ARBN No. 132 508 742) is exempted from licensing under Australia Securities & Investments Commission Class Order 03/1099 and is regulated by the Financial Services Authority under UK laws, which differ from Australian laws.