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FundsNetwork sharpens portfolio tools

Fidelity FundsNetwork is making changes to its portfolio planning tools to enable advisers to create their own preferred funds’ panels.

Advisers can set up model portfolios covering different risk profiles that can be used across multiple clients.

It is also adding a simplified method of building client portfolios that involve monthly contributions and withdrawals.

Head of sales Rob Fisher says: “These latest enhancements are part of the continuous evolution of the platform.”

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