How Fidelity Managed Account Xchange® (FMAX) delivers

Request a consult    Download a fact sheet
How FMAX delivers

Match innovation with consultation

FMAX helps make portfolio construction and consultation easier with industry-leading investment vehicles matched with access to world-class consultants. It's the all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Simplified wealth advisory experience

Fidelity makes it easy right from the start. Our consultation starts right at deployment, helping advisors to hit the ground running.

  • Single point of contact for all inquiries and issue resolutions
  • Streamlined contracting process
  • Open architecture investment lineup supports outsourcing of investment management or self-serve operation

Integrated leading technologies

FMAX combines leading planning, managed account, and brokerage technologies to help enable efficient planning-to-action workflow.

  • Reduced manual processes and administrative tasks can minimize human error and help advisors focus on higher value activities
  • Industry-leading integrations with eMoney support a planning-to-action workflow, increasing your efficiency
  • Flexible architecture with multiple front doors: WealthscapeSM, eMoney, or other client-specific portals

Streamlined, integrated workflow with the service and support to put your plan into action

ProposeSet upTradeSuperviseAnalyzeBillPlan
ProposeSet upTradeSuperviseAnalyzeBillPlan

Advisory consultants

Our dedicated world-class consultants can help you identify how FMAX can scale your advisory business, as well as how to leverage the breadth of its capabilities. Our consultants can tailor your use of FMAX based on the needs of your practice, with support including:

  • Providing best platform practices via consultative engagements
  • Driving awareness of available investment solutions
  • Offering in-person and virtual dedicated regional support
  • Getting early access to the latest industry and advisor trends

Investment consulting for intermediaries

The FMAX wealth management platform is only half the story. Along with powerful technology, FMAX also provides you with access to specialists who help in a number of ways:

  • Act as a sounding board for your own investment thoughts
  • Provide additional oversight for dealing with the layers of Fiduciary burden
  • Invite you to access exclusive FIWA research
  • Review portfolio and allocation techniques, analyze program structures, and perform manager mapping
  • Aid in tax and income customization

The Wealth Advisory Institute

No other industry program provides this type of a wealth management education and training program, which inspires advisors to drive client engagement and, in turn, grow their books of business.

  • A curriculum that advisors can customize based on where they are in their journey to becoming a holistic wealth manager
  • Access to resources that are aligned with each module, which includes research papers, videos, and podcasts from Fidelity and more than a dozen industry-leading asset managers
  • Both live and on-demand workshops facilitated by Fidelity's practice management and consulting team
  • Ongoing firm-level support for rollout planning, platform training, and adoption campaign distribution and measurement
Overview
Why choose FMAX

See the FMAX difference for yourself.

Request a consult

{{ item.description }}

  • 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 XchangeŽ 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.
 
 

There was an issue with your input
 
OK
 
 

Please confirm
 
OK
   
Cancel