Focused on helping firms and financial representatives grow their advisory business.
Fidelity Managed Account XchangeSM (FMAX)*
Sponsored by Fidelity Institutional Wealth Adviser ("FIWA"), to help meet increased demands on advisory service providers, having a solution that can help you streamline your tech stack, enhance how you deliver investment advice to clients, while driving efficiency across your firm is more important than ever.
FMAX is a comprehensive wealth advisory platform that integrates planning, managed accounts, clearing and custody capabilities, and other third-party products and services—in one seamless solution—helping to deliver better client outcomes.
Fidelity led service and support
Helps you drive successful outcomes
Comprehensive product, advisory and investment consulting
Dedicated service and support teams
Portfolio review and analysis services
Integration of leading planning, managed accounts and brokerage technologies
Enables efficient planning-to-action workflow
Reduction of manual processes and administrative tasks allows you to focus on higher value activities
Industry leading integrations with eMoney support a planning to action workflow, helping increase your efficiency
Flexible architecture with multiple front doors: WealthscapeSM, eMoney, or other client specific portal
Simplified wealth advisory experience
Fidelity makes it easier to run fee-based businesses
Single point of contact for all service and support inquires and issue resolution
Streamlined contracting process
Open architecture investment lineup† enables firms to "outsource" investment management to institutional asset managers or "in-source" investment management through delivery of their own proprietary investment solutions
* FMAX is not a brokerage product
† Investment lineup provided by affiliated and non-affiliated 3rd parties
FMAX Platform Overview
The tools, services, programs and investment products to help you drive successful outcomes
Advisory Tools
Client Profiling
Proposal Generation†
Asset Allocation
Advisor Portfolio Management
Portfolio Diagnostics
Fee Administration
Investment policy oversight
Advisory Services
Full Research and due diligence
Investment Consulting
Overlay portfolio management
Advisory Programs
Fund Strategist Program (FSP)
Separate Account Program (SMA)
Unified Managed Account Program (UMA)
Investment Products
SMA Products
FSP Model Portfolios
Mutual Funds
ETFs
Individual equites and fixed income products
Some services are provided by affiliated and unaffiliated 3rd parties
† Proposals are created for investors by the investment professional. It is the investment professional's responsibility for determining whether an investment is appropriate for an investor and their particular situation. FIWA is not involved in the preparation of the report.
Streamlined, integrated workflow with the service and support to put your plan into action
Fidelity as single source for all service and support
Service
Single resource for operational and platform questions
Resolution of client inquires
Dedicated FMAX team solely focused on advisory business
Advisor Consulting
Consult on how to optimize FMAX in your practice
Drive awareness of available investment solutions
Dedicated Fidelity associates aligned by region
Investment Consulting
Portfolio and allocation technique review
Program structure review and manager mapping
Custom support for larger client cases
Fidelity Model Portfolios are now available through FMAX
Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by FIAM LLC, a registered investment adviser, or by Fidelity Distributors Company LLC, a registered broker-dealer. Products presented are managed by the Fidelity Investments companies of FIAM LLC or FIAM Trust Company. FIAM products and services may be presented by Fidelity Distributors Company LLC, Fidelity Institutional Wealth Adviser LLC, or Fidelity Brokerage Services, LLC, Member NYSE, SIPC, each a non-exclusive financial intermediary that is affiliated with FIAM, or Fidelity Investments Canada ULC and FIL Limited, all of which are compensated for such services.
Fidelity Institutional Wealth Adviser LLC ("FIWA") is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account XchangeSM ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYCE, SIPC. FMAX is not a brokerage product.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your clients' investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.