对于本次合作，Advisor Group总裁兼首席执行官Jamie Price表示：“这种智能投顾模式将帮助整个行业进入一个全新时代。我们的工作人员可以借助这些技术工具，弥补自己的财富管理经历短板，帮助用户提高服务的可操作性和灵活性。”
Investment management giant Invesco is continuing its foray into digital wealth management.
The company is co-launching a U.S.-based platform for financial advisers through its wealth management solution company, Jemsteps. The site is for financial advisors affiliated with Advisor Group, an American network of independent financial advisory firms.
“So-called ‘robo-advice’ solutions today have become just table stakes for an industry entering a new fiduciary era,” said Advisor Group President and CEO Jamie Price. “The launch of this platform provides our advisors with the technology-enabled tools they need to meet rising client expectations for a wealth management experience that fits their lives, delivered through solutions that maximize accessibility and flexibility.”
The platform will allow advisors to set up new accounts online, simplifying the application process and eliminating paperwork. The site will also include Advisor Group’s advisory and brokerage solutions, and also provide a robo-advice solution for clients who want to self-direct their investments.
The service is expected to roll out towards the end of 2017.
Invesco, the parent company of UK-based Invesco Perpetual, appears to be taking an increasing interest in robo-advice and passive investing. In April the company acquired exchange traded fund company Source, for a rumoured $500m (￡390m).
Simon Roy, president and CEO of Jemstep, says the service will help financial advisors face the rapidly changing technological landscape.
“The independent financial advice industry is evolving rapidly, and advisors need next-generation tools in order to provide clients with the service experience they deserve while keeping their practices running at peak efficiency,” he said.