Digital Advice

Fidelity AMP (Automated Managed Platform) — codeveloped with eMoney

The intersection of human and digital financial advice

Winner 2019 Celent Model Wealth Manager award

Give your business a competitive advantage with digital advice

With AUM on digital advice platforms projected to grow to $1.2T by the end of 20231, we believe it's more important than ever to have the right 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
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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 — offering proprietary, customized models to their investors.

AMP investment models

Investors have access to a range of investment strategies managed by Geode Asset management LLC, 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, AMP allows firms to utilize their proprietary models as investment options on the platform.2

Additional Resources

Winner of the 2019 Celent Model Wealth Manager: Products & Platforms Award

The Celent Model Wealth Manager awards recognize best practices in technology for different areas critical to success in wealth management. Winners were announced in February 2019.

Learn more

By selecting this link you are about to leave the FCCS Website and go to Celent.com, a site that is managed by Celent. Fidelity / FCCS is not responsible for, nor does it monitor or verify Celent's site. Your use of this site shall be governed by the terms and conditions in effect between you and Celent.

  • 1. AITE Group -The Digital Transformation in Wealth Management Forum: Ideas, Data, Advice; July 2019
  • 2. Conditions apply - contact your relationship manager
Tags: harness technology, digital advice
 
 

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