Post Tagged with: "Fidelity"

Fidelity to Launch Robo-Advising This Summer

Fidelity to Launch Robo-Advising This Summer

by May 31, 2016 at 5:16 pm 3 comments

Fidelity Investments is launching its digital wealth management tool, a.k.a. robo-adviser, later this summer, a company spokesman told Bank Innovation today. The new product, Fidelity Go, has been in customer pilot for the past two months, and, based on customer feedback, will be ready to go live soon. It’s a completely separateRead More

First Look at Misys’s Apple Watch App [VIDEO]

First Look at Misys’s Apple Watch App [VIDEO]

by March 31, 2015 at 10:48 am 2 comments

Yes, Citibank, Fidelity, Desjardins, Scotiabank’s Tangerine unit, and even Mint have launched Apple Watch apps. But Misys is the only third-party technology vendor to put out a Watch app so far. The app, which was reported by Finextra a couple weeks ago, has largely remained unseen. Until now. The tech vendorRead More

It’s not just the Underbanked who are Underbanked

It’s not just the Underbanked who are Underbanked

by February 11, 2015 at 3:26 pm 0 comments

We’re all underbanked.  A lion-share of Americans aren’t “making bank.”  Most of us simply don’t earn enough to support a basic standard of living.  Yes, there is a big part of our population that poorly utilizes banks and therefore over-utilizes expensive solutions that leave most of their customers poorer.  The larger reality is that the…

Betterment Adds Institutional Platform, Inks Deal With Fidelity

Betterment Adds Institutional Platform, Inks Deal With Fidelity

by October 15, 2014 at 12:31 pm 0 comments

Betterment has launched Betterment Institutional today, a platform to help financial advisors gain access to the same robo-advising tools Betterment uses for its retail wealth management. Similarly, Betterment announced that it is now working with Fidelity Institutional Wealth Services to extend Betterment Institutional to Fidelity IWS’s 3,000-plus registered independent advisors (RIA’s).Read More

Like Schwab, Fidelity Plans to Release Robo-Advisor, Too

Like Schwab, Fidelity Plans to Release Robo-Advisor, Too

by October 13, 2014 at 5:47 pm 0 comments

Fidelity will unveil its robo-advisor soon, as Schwab also prepares to release a robo-broker.