Fidelity is one of the largest, independent private investment advisories. For its german website, tetralog conceptualized the self-service Webapp SAM (Systematic Asset Management). tetralog provided the MiFID-compliant measurement and identification of the investor profile, investment goals and horizon.
Fidelity SAM intelligently guides and assists users in determining investment goals, expectations and collateral conditions.
The German magazine »FOCUS Money« appraised Fidelity SAM as the »best wealth management offering starting at 10.000€« in 2013.
Effects and Results
tetralog provided the MiFID-compliant measurement and identification of the investor profile, investment goals, horizon and documentation.
Originally, SAM was developed as an iPad app for Fidelity advisors. Based on the app, a variant for the website was developed. Meanwhile, SAMadvisor extended into an iPad App for independent financial advisors that want to advice their clients with a standardized tool.
As the workflow is passed, Fidelity offers a customized portfolio with an entry level of 10.000€ with risk parameters gradually being reduced towards the end of the investment term. Investment profile and goals can be fine tuned, assisted by an advisor. Fidelity experts monitor and optionally adjust the portfolio if needed.