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Separate Account Network®
Gain access to institutional investment managers that provide active portfolio management designed to help meet your clients' needs for greater tax efficiency and control over their investments.
Fidelity Separate Account Network
A unified platform for managed portfolio
Fidelity's Separate Account Network gives you the ability to outsource all or a portion of your clients' portfolios to third-party investment managers.
- Open architecture
- Management fees and account minimums negotiable
- Manage due diligence, manager selection, asset allocation, performance reporting, and fee billing
- 600+ Separate account managers1
- Over 3,000 investment disciplines1
- Manage due diligence, manager selection, asset allocation, performance reporting, and fee billing
Get in-depth research on a vast network of managers.
Fidelity Separate Account Network makes it easier for you to research separate account managers that meet your needs. You can use the Informa Investment Solutions tool, available to you at no additional cost on Fidelity's platform, to perform your own research.
Screenshots for illustrative purposes only
Additional Resources
- 1. As of July 1, 2022
- Fidelity Institutional Wealth Adviser LLC ("FIWA") is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC . FIWA is the sponsor of the Fidelity Managed Account XchangeSM program ("FMAX" or the "Platform").