Bridging the Advice Gap: Fidelity Investments Scales Delivery Via Hybrid Model

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12 April 2019
William Trout

Winner of Celent Model Wealth Manager 2019 Award for Products and Platforms

Abstract

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.

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Insight details

Content Type
Reports
Focus
Case studies, Digital, Innovation & Emerging Technology, Platforms
Location
Asia-Pacific, EMEA, LATAM, North America