Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2019 Products and Platforms Award for their initiative Fidelity Automated Managed Platform (AMP).
Co-developed with eMoney Advisor, Fidelity AMP is a white-labeled, highly configurable digital advice platform enabling goals-based advice, easy onboarding and robust investment management. It is offered in two formats: a call-center/enterprise model, where all accounts are assigned to a house representative, and an advisor model, in which AMP accounts are attached to individual advisors.
The goals-based approach leverages Fidelity’s in-house planning, investment management, and brokerage capabilities to maximize the scope and impact of advice. It supports the management of the client relationship across life stages and represents a bulwark against the commoditization of portfolio management.
