ADVISORY PLATFORMS
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.
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Power your practice's growth—and help deliver on your clients' investment goals—with FMAX
Fidelity Managed Account Xchange® is designed to enhance the ways you deliver investment advice and drive efficiency across your firm, giving you time to focus on what matters most: delivering maximum value to your clients. As an open architecture wealth management platform powered by Fidelity, FMAX unlocks access to industry-leading investment managers matched with advisory and investment consultants who can help with research and due diligence.
Discover the difference FMAX can make in optimizing how you run your advisory practice.
For illustrative purposes only.
Platform overview
FMAX delivers investment planning, portfolio construction and plan execution all on one platform.
Advisory tools
FMAX seamlessly integrates your workflow to help drive efficiency and save time with a robust set of tools that supports the wealth management process:
- Client profiling
- Proposal generation†
- Advisor portfolio management
- Portfolio diagnostics
- Fee administration
- Investment policy oversight
- Performance management
- Wealthscape Investor Mobile Application Functionality
- Wealthscape Investor Mobile Application Functionality
- End client portal
Advisory services
The research and due diligence you need to help make informed decisions, with access to Fidelity consultants who can work closely with you to optimize portfolio recommendations:
- Proprietary research and due diligence
- Investment consulting
- Overlay portfolio management
- Tax management and tax transitions services
Advisory programs
Our advisory programs and packaged strategies give you the flexibility to outsource* your investment management and free up time to focus more on your clients:
- Fund Strategist Program (FSP)
- Separate Account Program (SMA)
- Unified Managed Account Program (UMA)
Investment products
A broad array of investment options empowers you to create and deliver personalized investment recommendations to your clients:
- 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.
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Who Fidelity Managed Account Xchange® (FMAX) can help
Capabilities for multiple business models.
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How Fidelity Managed Account Xchange® (FMAX) delivers
The tools, services, programs, and investment products to help you drive
successful outcomes.
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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.