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Fidelity Managed Account XchangeSM (FMAX)

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 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

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ProposeSet upTradeSuperviseAnalyzeBillPlan

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

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