The Deputy Sheriffs’ Association of San Diego County (DSASD) has selected Facet Wealth as its preferred partner for providing financial advice and guidance to members, concluding an extensive nationwide search. Through this partnership, DSASD members who choose to participate will benefit from the insight of their own personal CFP professional, an affordable subscription fee based on the services provided, and convenient scheduling via video or phone conferencing.


GeoWealth, a financial technology and investment advisory firm, announced the addition of a series of models from Fidelity Investments to GeoWealth’s model marketplace. The models have been fully integrated into GeoWealth’s next-generation, turnkey asset management platform. GeoWealth’s relationship with Fidelity follows a string of successful partnerships with asset managers including J.P. Morgan, State Street Global Advisors and Global X, as well as a strategic investment from J.P. Morgan, to support GeoWealth’s platform expansion and growing distribution network. This latest addition enables GeoWealth to tap into Fidelity’s 70 years of investing and portfolio management experience. For advisors, the addition of a lineup of Fidelity’s model portfolios means expanded options and frictionless access within GeoWealth’s model marketplace.


Responding to financial advisors and enterprise executives who demand fingertip access to workflow-automation tools, Copytalk, a transcription service for financial professionals, has joined with Redtail Technology, a provider of client relationship management solutions for financial-services firms, to embed one-touch dictation and transcription technology on Redtail’s dashboard. The company says the technology, called Copytalker, is the functional equivalent of embedding a transcriptionist fluent in financial terminology onto a CRM screen. Click the Copytalker button and dictate client-meeting notes. The voice file is then uploaded to Copytalk, which creates a transcription and sends it to the appropriate client’s page in Redtail CRM.


Fidelity Clearing & Custody Solutions announced the addition of customized investment models to Fidelity Automated Managed Platform (AMP), its award-winning, financial planning-led digital advice solution. By combining digital advice capabilities, goals-based financial planning and personal advisory relationships, Fidelity AMP helps advisors meet the needs of the more than 60% of investors who want a combination of digital capabilities and access to human advice. Advisors can now further tailor the experience through customized investment models, which are beginning to roll out in Fidelity AMP to a limited number of initial firms.

Vasyl Soloshchuk is CEO and co-owner at INSART, a fintech and Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune 500 and start-up robo-advisor and wealth management companies.

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