Streetscape,® our brokerage technology platform, integrates trading and service functionality with customer information and risk management tools. Take advantage of a single point of access to real-time1 market data, news, and third-party research—virtually anytime, anywhere.
Streetscape Offering:
Customer Information
Search accounts using a variety of criteria; access real-time positions, balances, and transaction history; develop sound tax strategies with cost basis and gain/loss information on accounts; and access customer statements and tax documents online.
Reporting
Access a range of reports via an online library that can help identify potential risk and opportunities related to customer accounts. Use an online performance reporting tool2 to create customized reports with flexible features and distribution options.
Contact Management and Planning Tools
Help improve investment representatives' productivity with a browser-based contact management application, powered by WebPlaid, and provide them with planning tools to evaluate various investment scenarios for their customers.
Order Management/Trading
Submit orders with a single click for equities, mutual funds, fixed income, and options while simultaneously viewing market movements.3 Investment representatives can quickly and easily monitor all orders and trades in their book of business using Order Manager. In addition, an activity blotter4 is available to enhance your supervision and sales of branch management personnel and a hypothetical trade calculator helps manage risk associated with margin.5
Risk Management/Compliance
Help increase efficiencies with Risk Manager, our fully-entitleable suite of customizable pre- and post-trade tools that provide order analysis, trending, and ad-hoc reporting to help you efficiently manage your compliance risk oversight. Access a customizable blotter with built-in workflow and audit capabilities to help supervise sales and branch management.
Also available is Account Monitor that leverages a risk oversight system which monitors, identifies, and
notifies you of risky low-margin equity accounts.
Portfolio Management/Analytics
Manage and rebalance portfolios or support a proprietary wrap program efficiently with Advisor CHANNEL,® our integrated analysis, trading, and reporting system. Structure your fee-based programs to fit your firm's requirements using feeEngine.® Create customized reports with flexible features and distribution options.2
Market Data
Make timely, informed decisions for customers with real-time,1 third-party quotes, news, charts, company profiles, economic events, and market commentary. Provided in four levels of service, with an additional market data package option available through Reuters, offering enhanced content with robust analytic capabilities.
Research
Get easy access to in-depth investment information from third-party providers at preferred pricing. Thousands of third-party reports, analyses, market data, commentary, and comparative tools are available from names like Lehman Brothers, Standard & Poor's,® Argus, and Morningstar.® And, an intuitive format allows your investment representatives to define their customers' goals and help solve portfolio problems using charting, analytics, and stock screening tools.
Service and Operations
Perform service functions online, including account transfers, new account set-up, and money movements, such as check requests and Premiere Select® one-time retirement distribution requests. Link customer accounts through consolidated statement householding. Service the delivery of restricted stock to customers' accounts efficiently.
Resources
Stay up to date on enhancements to our products and services, new offerings, operational updates, regulatory issues, and important changes to our platform through regular online communications. Access our online business-building solutions via PracticeAdvantage,® offering discounts6 on a wide range of services.
1 Real-time is available based on the market data package you select.
2 Performance Reporting is provided by First Rate Investment Systems. Additional fees may apply.
3 Orders placed through Fidelity's trading systems are sent directly to the markets via Fidelity's computer systems to verify that the order passes standard trading and account requirements.
4 This service is in development and scheduled to be available in 2004.
5 Margin is extended by National Financial Services LLC.
6 Discounts vary and range from 10%-86%.
The third-party service providers listed are independent companies and are not affiliated with National Financial or Fidelity Investments. Listing them does not suggest a recommendation or endorsement by National Financial or Fidelity.
