Product leadership & strategy

Fidelity Go+ mobile

I led the product team responsible for integrating Fidelity Personalized Planning & Advice into Fidelity’s mobile apps. The premium roboadvisor offering paired automated investing with access to an advisor. My team helped shape the overall offering and rapidly prepared the app experience ahead of its 2018 launch.

Role: Product Leadership
Dates: 2018 launch

Explore Fidelity Go

Current product website · Historical offering: Fidelity Personalized Planning & Advice

Fidelity mobile account summary with demo balances and a Personalized Planning & Advice roadmap entry point — Account integration & personalized guidance

Personalized Planning & Advice coach recommendations and next steps with a demo name — Account integration & personalized guidance

Integrated account experience

Personalized Planning & Advice demo account balance and coach recommendations within Fidelity mobile — Account & advice integration · Demo name and balance

Planning & personalized guidance

Personalized Planning & Advice estimated future-value chart with market scenarios; black area retained as supplied — Planning projections · Capture retained as supplied

Next project

Integrated account experience

Planning & personalized guidance

Fidelity app 3.0 redesign