Fidelity Managed Account XchangeSM (FMAX)

Focused on helping firms and financial representatives grow their advisory business.

Fidelity Managed Account XchangeSM (FMAX)*

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. It's the missing link advisors need to help them deliver better client outcomes.

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Fidelity Managed Account Xchange is designed to help you streamline your tech stack, enhance the ways you deliver investment advice, and drive efficiency across your firm. It's the only open architecture investment platform that provides industry-leading investment vehicles matched with access to world-class consultants and sponsored by Fidelity Institutional Wealth Adviser (FIWA).

Simplified experience, service, and support

Fidelity's unified experience takes the complexity out of contracting, pricing, investment selection, and day-to-day running of your advisory business.

Technology integrations

Integration of planning, managed accounts, and brokerage technologies—driving efficiency and saving you time.

Advisory and investment consulting

Proprietary research, customized portfolio guidance, and advisory services—to help financial professionals drive better client outcomes.

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 equities and fixed income products

Some services are provided by affiliated and unaffiliated third 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 inquiries
  • 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

Request a demo

If you know it's time to roll up your sleeves and get a deeper dive into FMAX, just complete the form below and we'll find a time to connect.

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