Fidelity robo now available to platform users

The AMP digital offering integrates with eMoney tools

Sep 13, 2017 @ 9:51 am

By InvestmentNews

Financial firms using Fidelity's Wealthscape adviser technology platform now have access to the robo adviser the company has developed with eMoney Advisor.

Fidelity's clearing and custody arm has concluded the pilot of the Fidelity AMP (Automated Managed Platform) and is making the robo service available generally, a company spokesperson said. In a release, the company noted that the number of advisers whose firms are exploring the addition of digital advice has grown by more than 80% in a year, with 40% considering the digital advice options now available.

Fidelity said that its robo integrates with eMoney's widely used tools and that the two firms plan to add enhancements to Fidelity AMP, including more options for customized investment models. Advisers can apply their own branding to an end-investor portal and marketing materials, Fidelity said.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

The importance of a diverse team

Clients, advisers, and even communities are telling firms that yes, diversity within the advisory community is important.

Latest news & opinion

Private Ocean grows to $2.2 billion with acquisition of Mosaic Financial

Combined financial planning operation gives the firm an expanded footprint in the San Francisco area.

Joe Duran has a game plan, and anyone can play

The CEO of United Capital built a formula for holistic financial planning that any firm can tap into — for a price.

LPL video about private equity looks like a swipe at Cetera

Recruiting video warns about potential consequences for advisers when a PE firm buys a broker-dealer.

Ladenburg chairman Phillip Frost steps down

The SEC charged Frost with fraud earlier this month.

Envestnet Tamarac partners with Schwab, TD on digital account openings

Auto-filling documents designed to make onboarding more efficient for RIAs and more convenient for clients.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print