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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 a wealth management platform powered by Fidelity that provides open architecture, 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.
Platform overview
FMAX delivers investment planning, portfolio construction and plan execution all on one platform.
- † 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.