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投资管理巨头Invesco推出专属数字财富管理平台

近日美国著名投资管理业巨头Invesco宣布,将联合美国独立金融咨询网络平台公司Advisor Group,同时借助集团旗下的资产解决方案公司Jemsteps,推出一个专属数字财富管理平台。

据了解,该平台将为用户提供全程的在线服务,简化业务申请流程。这其中不仅将包括Advisor Group的咨询和中介经纪业务,同样也会为愿意进行主动投资的用户提供智能咨询服务。整个平台预计于2017年年末正式推出。

Invesco集团是英国Invesco Perpetual集团的母公司。近些年来,该集团对智能投顾和被动投资的关注度持续上升。比如,今年4月Invesco就曾斥资约5亿美元(约合3.9亿英镑)收购了ETF公司Source。

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。”

而Jemstep总裁兼首席执行官Simon Roy也认为:“目前,独立金融咨询市场发展迅速。高水平的投资顾问和先进的计算模式将帮助客户提升整体服务体验,获得更加高效的投资成果。”

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.


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