Advisors can now see a snapshot of Fidelity’s Performance Measurement data on the eMoney Client Overview page.
How does it work?
Advisors with access to Fidelity’s Performance Measurement feature will be able to review performance data for linked individual Fidelity accounts on the eMoney Client Overview.
The advisor can view the data by time period with options including Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD), and Since Inception.
Pro tip: When using the Since Inception option, the performance is calculated using account information in Fidelity’s performance database, which currently goes back to July 31, 2013.
Accounts opened prior to this date will use July 31, 2013 as the start date for performance reporting data. All other accounts use the first full month of performance.
When using Today, the information is sourced from the eMoney Market Data Server rather than Fidelity’s Performance Measurement.
Coming next month, advisors will also be able to choose between a time-weighted and money-weighted rate of return type for linked Fidelity accounts.
To learn more about Fidelity’s Performance Measurement tool click here.
Note: This advisor functionality requires an eMoney® subscription in addition to a signed Fidelity Performance Measurement agreement. Firms must also opt-in to the integration.
Stay tuned for more updates on your Fidelity WealthscapeSM Integration!