- Fifth Third Securities expanded its digital wealth and asset planning tools with the launch of OptiFiSM
- OptiFiSM uses Fidelity AMP, Fidelity Clearing & Custody Solutions’® digital advice technology co-developed with eMoney Advisor.
With the introduction of OptiFiSM, investors have easy access to a low-cost automated investment service from their desktop or tablet. Once an investor selects an account type, investment goal and completes all the questions, an OptiFiSM account is established. If the account is funded, the automated money management process will begin, and continual management and planning of the portfolio will occur.
This latest collaboration further strengthens the existing relationship Fidelity and eMoney have with Fifth Third. Read the press release.