Advisor CHANNEL® is an integrated analysis, trading, and reporting system that allows fee-based advisors to communicate electronically with Fidelity. Advisor CHANNEL takes advantage of our most advanced proprietary technology to help you efficiently operate and grow your fee-based business. Ideal for actively managing and rebalancing portfolios, or to support a proprietary wrap program, it offers a robust combination of PC-based and Internet-based portfolio management, analysis, trading and reporting tools.

Advisor CHANNEL allows the investment advisor to encompass the speed of the Internet and the power of the desktop computer to automate the entire investment management process (e-commerce). You have access to powerful portfolio modeling, re-balancing and account analysis features with the ability to process up to three hundred trades per minute. This includes stocks, mutual funds, and option trades. This software will allow you to electronically transmit block orders to the market. You can download account activity to some of the most popular portfolio performance management systems in the world. This includes Advent, Dbcams, Centerpiece, and Captool.

With Advisor CHANNEL, you can automate nearly the entire investment process, from order placement and reconciliation to portfolio modeling and rebalancing, account management and reporting.