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Asset Management

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INVESTMENT-MANAGEMENT TECHNOLOGY

Fidelity Investments enhances the trade-processing capabilities of Advisor CHANNEL; eMoney Advisor and Brinker Capital launch an online wealth-advisory and planning platform for the high-net-worth market; WS Griffith Advisors agrees to integrate StatementOne's consolidated portfolio-accounting and performance-reporting solution into its technology infrastructure.

Fidelity Investments announced it has enhanced the trade-processing capabilities of Advisor CHANNEL, the company's analysis, trading and reporting platform for registered-investment advisers (RIA) and fee-based correspondent broker/dealers. Among the enhancements, Fidelity expanded its order-management capabilities to allow advisers to automatically match imported-trade allocations with existing block-equity orders through Advisor CHANNEL or other third-party order-management systems.

eMoney Advisor, a provider of wealth-planning solutions, and Brinker Capital, a provider of managed-account services for investment advisers, announced the launch of an online wealth-advisory and planning platform for the high-net-worth market. The platform, called BrinkerAccess, is being provided by Brinker Capital and supports estate planning, investment planning and financial planning.

StatementOne, a provider of enterprise financial-data consolidation and performance reporting, announced that WS Griffith Advisors has signed an agreement to integrate StatementOne's consolidated portfolio-accounting and performance-reporting solution into its technology infrastructure. WS Griffith Advisors, Inc. is a financial-planning organization that offers a diversified array of financial products and services.

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Top Quotes of the Week
It wasn't all bad luck for the capital markets this week: Hedge funds had a decent first quarter despite a slowdown in jobs numbers, BlackRock might be heading into new territory as hedge fund managers take a hard look at their counterparties, and the head of the IMF didn't pull any punches when assessing today's global economy. At least we can admire the nice weather and some of the best quotes of the week.