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Fidelity Institutional's end-to-end investment management solutions can help meet your firm's enterprise needs and help your financial advisors and representatives serve more investors.
Fidelity Managed Account Xchange® (FMAX)
A comprehensive wealth management platform sponsored by Fidelity Institutional Wealth Adviser LLC, a registered investment adviser — combining access to Fidelity and other 3rd party investment managers, industry leading planning tools and technologies with Fidelity-led service and support into a simplified wealth advisory experience.
Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio.
Advanced Modeling & Rebalancing
Support your firm's distinct investment strategies with a flexible portfolio construction and management tool.
Separate Account Network
Gain access to institutional investment managers who provide active portfolio management design to help meet their firms' needs, including greater tax* efficiency and control over their investments.
Benefits of Fidelity Institutional® Advisory Solutions
- Flexible and modular
- Efficient investment management support
- Integrated with Wealthscape
- *Fidelity does not provide legal or tax advice. Consult an attorney or tax professional regarding your specific situation.