Platforms
Advisory solutions
Fidelity end-to-end advisory 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.
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.