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Custodian
Fidelity Institutional Integration
Fidelity custodian integration for RIAs using their custody platform.
Platforms
Salesforce
Type
REST API
Complexity
High
Timeline
12-16 weeks
Integration Architecture
Integration Type
REST API
Data Flow
→Unidirectional
High Complexity
Common Use Cases
- Account holdings
- Transaction feeds
- New account opening
Platform Compatibility
Salesforce
This integration is compatible with Salesforce, providing seamless data synchronization and workflow automation.
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Implementation Timeline
12-16 weeks
Typical timeline from discovery to go-live, including planning, development, testing, and deployment.