How Fidelity Managed Account Xchange® (FMAX) delivers

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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

Our leading planning, managed account, and brokerage technologies help enable efficient planning-to-action workflows.

  • 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 efficiency
  • Flexible architecture with multiple front doors: Fidelity WealthscapeSM, eMoney®, or other client-specific portals

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

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Advisory consultant

Fidelity-led service and support provide access to world-class consultants, proprietary research, and customized portfolio guidance to help advisors drive better client outcomes. Here's how our consultants can help:

  • Consult on how to optimize FMAX in your practice
  • Drive awareness of available investment solutions
  • Reach out to dedicated Fidelity associates aligned by region

Investment consulting

The FMAX wealth management platform is only half the story. Along with powerful technology, FMAX also provides you with access to world-class 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
  • Enable you to offload research and due diligence onto FMAX consultants
  • Help with customized client cases, including end-client presentation support
  • 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

See the FMAX difference for yourself.


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