Why Choose XTRAC

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BUILT AND USED BY FIDELITY.
AVAILABLE TO YOU.

Fidelity Investments, a global financial services leader serving more than 23 million individuals and institutions with more than $4.9 trillion in assets under administration*, has relied on XTRAC® to help run its operations for more than 20 years.

XTRAC® is the high-performance engine that drives many of Fidelity’s daily operations, including key business processes such as customer account activity, human resource management and financial reporting.

It integrates with dozens of proprietary and third-party applications that range from engagement systems such as customer relationship management and inbound operations to recordkeeping systems such as asset management and human resources.

XTRAC helps power how Fidelity works. And it’s available to help power your business too.

COMPREHENSIVE, END-TO-END SOLUTION

XTRAC is a robust workflow solution that includes Workflow Automation, Hosted Document Management and Insights & Analytics. It provides tracking, routing and control of work across employees, departments and offices. XTRAC integrates with front-end applications, recordkeeping and financial systems for a seamlessly connected organization.

EXPERTISE, BUILT IN

With XTRAC, you can access the very same engine that Fidelity Investments a global financial services leader, uses to manage its own business processes every day. Our experience and expertise in managing mission-critical processes are available to help power your business too.

COMPLIANCE READY

XTRAC provides an audit trail for compliance with written supervisory procedures and retains documents in an electronic store with immediate accessibility to digital records. So when the regulators show up, it is easy to show that compliance standards were met.

HIGHLY SECURE AND RELIABLE FIDELITY CLOUD

XTRAC provides an unsurpassed level of data security, disaster recovery and availability to its clients through a highly secure cloud environment. XTRAC is fully supported by the comprehensive state-of-the-art data and physical system security, application availability and system redundancy standards of Fidelity Investments.

FAST, EASY AND COST-EFFECTIVE TO DEPLOY

XTRAC is simply delivered as an affordable, cloud-based service – there is no costly software or hardware to buy, install or maintain. You can be up and running quickly and scale as needed.

 

*Source: www.fidelity.com as of September 30, 2014