ADVISORY PLATFORMS
How Fidelity Managed Account Xchange® (FMAX) delivers
The tools, services, programs, and investment products to help you drive successful outcomes.
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
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 insights on how to leverage FIWA's investment research
- Review portfolio and allocation techniques, analyze program structures, and perform manager mapping
- Aid in tax and income customization
The Wealth Advisory Institute (WAI)
The WAI is a wealth management education and training program, built to help inspire 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
See the FMAX difference for yourself.
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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Why choose Fidelity Managed Account Xchange® (FMAX)
FMAX is designed to help grow your wealth management practice.
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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.