Fidelity execs said AMP will be designed to anticipate the role of an advisor, as online-only robo clients build assets and need more help.

This year, Fidelity also plans to access data feeds from other custodians to support its RIA clients who hold assets elsewhere.

“To do this right, and have a holistic solution on the desktop, you have to have [data from] all the business,” McCarthy said.

The firm is playing catch-up to other data aggregators, “ but sometimes it's good to be late to the market because you can avoid some of the pitfalls and legacy challenges,” McCarthy said.

Fidelity's latest integration efforts follow the completion last year of a separate effort to consolidate its RIA custody, broker-dealer clearing and family-office platforms within its Wealthscape advisor portal.

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