Fidelity Adds Customized Investment Models to Platform

Fidelity Clearing & Custody Solutions has incorporated customized investment models to Fidelity Automated Managed Platform (AMP), it's 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. The update gives advisors the ability to customize portfolios in Fidelity AMP by creating models based on end-investors’ risk tolerance and other factors. Advisors can build curated models using a wide range of funds from across the industry, as well as define the asset allocations.