Fidelity Announces the Launch of Portfolio Quick Check

Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced the expansion of its suite of portfolio construction solutions with the launch of Fidelity Portfolio Quick Check (PQC).

This tool builds upon the access Fidelity Institutional offers its advisors, allowing them to now analyze and compare investment strategies in minutes to manage portfolios more efficiently. The launch is the latest example of Fidelity's commitment to continually invest in technology and tools to meet the changing needs of client and customer needs.

Through on-demand scenario planning and analysis of portfolio composition, performance, fees and risk, advisors can discover new opportunities to improve investment strategies and demonstrate the benefits of actively managing investments to their clients. PQC has been in pilot with 300 wealth management firms since the end of 2021 and is now available to all Fidelity Institutional clients.

PQC can help advisors personalize experiences for investors and navigate the challenges associated with today's market environment by providing quick insights that help them make more informed decisions aligned to economic activity.

"As advisors look to navigate the challenges created by headwinds in today's global macro markets, our PQC offering allows them to instill an industrial portfolio construction framework that is scalable and personalized,"said Mayank Goradia, head of investment product and portfolio analytics for Fidelity Institutional."We are drawing on Fidelity's 75-plus-year history of money management and technology leadership to provide a tool that not only helps advisors improve their outcomes, but also frees up time for advisors to have more meaningful conversations with their clients on life goals and fulfillment."