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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 Transaction Network (STN), our single solution can help you meet the needs of your end-clients.

Brokerage products and services offered by STN are provided by SunGard Institutional Brokerage Inc., Member FINRA / SIPC .

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