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Harness the power of the platform
The rise of wealth management platforms has raised stakes and expectations for firm leaders and advisors around two increasingly critical and challenging areas of focus: efficiency and differentiation.
How will your firm fit and thrive in this new paradigm?Read now
Fidelity Managed Account Xchange®(FMAX)
An open architecture wealth advisory platform that integrates investment planning and consulting with portfolio construction and investment vehicles.Learn More