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Fidelity FundsNetwork launches IntelliFlo bulk valuation facility

Fidelity FundsNetwork has launched the IntelliFlo bulk valuation facility on its platform.

The function will allow advisers to upload their entire unwrapped and Isa client holdings directly into IntelliFlo’s Intelligent Office software solution and value their whole book in one step.

Fidelity head of UK retail marketing Rob Fisher says: “This latest development allows us to make bulk client reporting a simpler and more efficient process for advisers.”

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