Advisory Solutions

Fidelity Managed Account Xchange® (FMAX)

FMAX combines leading planning, managed accounts and brokerage technologies, with Fidelity-led service and support to create a simplified wealth advisory experience.

Talk with us

Your browser doesn’t support video.

Built to power your practice and support your clients' investment goals

 

For illustrative purposes only.

Platform overview

FMAX delivers investment planning, portfolio construction and plan execution all on one platform.

Advisory tools

Streamline your workflow with integrated tools that support the full wealth management process—designed to drive efficiency and save time.

  • Client profiling
  • Proposal generation†
  • Advisor portfolio management
  • Portfolio diagnostics
  • Fee administration

Advisory services

Make informed decisions with access to Fidelity’s proprietary research, due diligence, and dedicated consultants who help optimize portfolio recommendations.

  • Full research and due diligence
  • Investment consulting
  • Overlay portfolio management
  • Tax management and tax transitions services

Advisory programs

Gain flexibility with advisory programs and packaged strategies that let you outsource* investment management and focus more on client relationships.

  • Fund Strategist Program (FSP)
  • Separate Account Program (SMA)
  • Unified Managed Account Program (UMA)

Investment products

Deliver personalized investment strategies with access to a broad, curated lineup of solutions tailored to meet diverse client needs.

  • Separately Managed Account (SMA) Products
  • Fund Strategist Program (FSPs) Model Portfolios
  • Mutual Funds
  • ETFs
  • Individual equities and fixed income products

† Proposals are created for investors by the investment professional. It is the investment professional's responsibility to determine whether an investment is appropriate for an investor and their particular situation. FIWA is not involved in the preparation of the report.

* Outsourcing refers to hiring of a 3rd party to manage investment vehicles only. Advisor retains overall fiduciary responsibility for management of the investment account.

Ready to experience FMAX?

Talk with us Download the flyer

Who Fidelity Managed Account Xchange® (FMAX) can help

Capabilities for multiple business models.
Learn more

How Fidelity Managed Account Xchange® (FMAX) delivers

The tools, services, programs, and investment products to help you drive 
successful outcomes.
Learn more

Related insights

Research
Fidelity Institutional Wealth Adviser (FIWA)’s approach to portfolio construction
Proprietary research and synthesized insights from investment leaders across Fidelity underpin our portfolio design and customized solutions.

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 Xchange® program ("FMAX" or the "Platform"). FMAX is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other leading asset managers. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee. FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC and National Financial Services LLC. The FMAX Platform is not a brokerage product.

1224673.1
3B41F547F8334593B388DD49FA4B7B04