Fidelity’s automated managed platform (AMP), which was developed in conjunction with eMoney, is now available to all Fidelity Clearing & Custody Solutions advisors, the firm announced Wednesday.
The platform is Fidelity’s digital advice solution geared for financial advisors. Fidelity research shows that 40 percent of advisory firms are exploring adding more digital solutions. The platform is available through Wealthscape, Fidelity’s new advisor technology platform.
The platform is a digital advice solution that wealth management firms and their advisors can customize and integrate with their existing offerings, Fidelity says. Additional enhancements are planned for the platform next year, including more options for customized investment models, the company says.
The platform is designed to allow advisors and investors to streamline their activities and allows advisors to move investors from an automated service to a more collaborative experience, Fidelity says. Digital and fully advised end-clients can be managed in one place to simplify advisor workflow and increase efficiency. Firms can apply their own branding to an investor portal and to marketing materials.