Edward Jones launches Digital Managed Solutions platform in Q3 2026
Financial services firm Edward Jones has introduced a new advisory platform as part of its third-quarter strategy to expand automated investment options for its clients.
Edward Jones released its third-quarter 2026 update, highlighting the introduction of Digital Managed Solutions. The platform aims to integrate automated advisory services into the firm’s existing client offerings.
The launch follows a period of growth for the firm’s advisory assets, as Edward Jones seeks to adapt its business model to include more digital tools alongside its traditional advisor-led approach. By diversifying its investment technology, the firm is positioning itself to compete with independent financial advisory platforms.
While the firm continues to prioritize human-led client relationships, this deployment signifies a strategic pivot toward hybrid advisory models. The company remains focused on scaling these tools to increase its reach among investors seeking both self-service and professional financial guidance.