JPMorgan Chase is planning to introduce a low - cost wealth management tool in 2018 . The firm will allow a sub ##scribed section of clients to use the platform in March , with a full launch planned for the middle of the year . The platform , called global wealth Investing , will ask clients questions to determine their investment goals and risk appetite . Clients will then be able to access a model portfolio constructed using exchange - traded funds .
JPMorgan Chase is planning to introduce a low-cost wealth management tool in 2018. The firm will allow a sub-section of clients to access the tool in March, with a full launch planned for the middle of the year. The platform, dubbed JPMorgan Digital Investing, will ask clients questions to determine their investment goals and risk appetite. Clients will then be able to access a model portfolio constructed using exchange-traded funds.