What's next for Finpace?

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Finpace <> Custodian

It is anticipated that by Q1 of 2024, advisors who custody at Fidelity Investments will have the capability to seamlessly open client Fidelity accounts with the click of a button. While in your onboarding workflow, you and team will simply select which accounts you need while completing client service work, and Finpace will automate data delivery into Fidelity secure servers instantly. This a major development for advisors who partner with Fidelity and desire to better serve their customers at speed.