Digital Advice

Fidelity AMP (Automated Managed Platform) — codeveloped with eMoney

The intersection of human and digital financial advice

Give your business a competitive edge with digital advice

With AUM on digital advice platforms projected to grow to over $1 Trillion by the end of 20261, we believe it is more important than ever to have an appropriate strategy in place to help you:

Drive efficiencyEnable financialrepresentatives to serveclients more efficientlyBe forward-thinkingEngage tech-savvy andnext-generation investorsGrow your businessEasily onboard new clients and nurture high-potential accounts
Fidelity AMP Guided Tour 0

Take the Fidelity AMP Guided Tour

See how AMP engages your end-clients and moves them from planning to funding and investing, resulting in ongoing management.

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A planning-led, custom-built platform for firms and advisors

Integrated

Enables a streamlined experience
Flexible

Gives advisors and firms the control they want
Future-Ready

Helps serve emerging segments more efficiently

Investment flexibility

Fidelity AMP provides advisors the choice to outsource investment management to a third party, or manage their clients' investments themselves — providing access to proprietary, customized models to their investors.

AMP investment models

Investors have access to a range of investment strategies managed by Fidelity Institutional Wealth Adviser (FIWA)®, designed, designed and mapped to help meet their goals and risk tolerance.

AMP with customized investment models

For advisors who want to maintain control of money management, firms can utilize their proprietary models as investment options on the platform.2

Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC ("FIWA"), a registered investment adviser, or by Fidelity Distributors Company LLC ("FDC"), a registered broker-dealer, (collectively "Fidelity").

AMP Resource Toolkit

Home Office to Advisor Resources

Advisor to End Investor Resources

End Investor

AMP Resource Toolkit

Advisor Resources

End Investor Resources

Additional Resources

  • 1. The Cerulli Edge - U.S. Asset and Wealth Management Edition: Innovation Issue December 2021
  • 2. Conditions apply - contact your relationship manager
  • Fidelity AMP is an investment advisory service of Fidelity Institutional Wealth Adviser LLC, a registered investment adviser, and an affiliate of FMR LLC
Tags: harness technology, digital advice
 
 

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