Fidelity InstitutionalSM
Advisory Solutions

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 XchangeSM (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.

Managed Account Solutions

Leverage one of the most comprehensive and integrated wealth management platforms available in the market. This Managed Account platform is sponsored by Envestnet, a third party registered investment advisor, delivering a robust managed account platform 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.

Benefits of Fidelity InstitutionalSM Advisory Solutions

  • Flexible and modular
  • Efficient investment management support
  • Integrated with Wealthscape
 
 

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