Automated Managed Platform

The CBIZ Investment Advisory Services Automated Management Platform (AMP) is a digital advice solution that allows investors to open new accounts that will be invested in portfolios managed by Fidelity Institutional Wealth Advisors (FIWA). These investment accounts can be opened online, and you will be provided a personal financial website for a comprehensive and up-to-date view of your financial position.

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Open an Investment Account Today!

Take the first step to achieving your financial goals

Open Your New Account

Click here to fill out a risk tolerance questionnaire and other related account information to open your new investment account.

Fund & Invest Your Account

Once your funds are transferred, the digital platform will invest your funds based on your calculated risk tolerance to optimize your asset allocation, helping you meet your investment objectives.

Customize Your Website

Get a comprehensive, real-time view of your finances by aggregating your accounts and customizing your personal website.

Stay on Track

Your personal financial website has the tools to help you accomplish all of your goals.

Organizer

Connect all your accounts for a consolidated view of your entire financial picture

Investments

Interactive chart and detailed views help monitor your accounts

Vault

Safely store your most important financial documents

Budgeting Tools

Set budgets to help you reach your savings goal

Spending Policy

Know how much you're spending and where

Goals

See if you're on target to reach your most important goals

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Your-Success-Our-Mission

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Contact Us

5959 Rockside Woods Blvd. N., Suite 600 | Cleveland, OH

Contact Us

5959 Rockside Woods Blvd. N., Suite 600
Cleveland, OH

About Us

CBIZ Investment Advisory Services is a national provider of investment advisory and investment management services. We serve the investment needs of: individuals, trusts, defined contribution plans, defined benefit plans, cash balance plans, foundations & endowments, corporate liquidity accounts, and OPEBs. We work with clients to implement our investment approach, tailored to meet their unique needs.

About Us

Digital Investors

Automated Managed Platform