Who Fidelity Managed Account Xchange® (FMAX) can help

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All firm sizes, all practice types—all benefit from FMAX

In this era of increased competition, fee compression, and changing demands from investors, firms of all sizes need to work even smarter. The FMAX wealth management platform can help you drive growth and optimization in your practice, and help you maximize outcomes for your clients.

Whether you're a breakaway in need of end-to-end capabilities or you're a larger, tenured firm looking to expand your offerings, access exclusive Fidelity research and ratings or just increase efficiencies, turn to FMAX.

Full third-party management

Breakaway firms that are ready to be their own back office can turn to FMAX to make it a reality. FMAX gives you the building blocks, the automation and efficiencies, and the access to the consulting you need to break away on your terms. It can be your end-to-end wealth management solution from both a technology and advisory standpoint.

Big benefits for larger firms

Even larger, tenured firms that may not need a new tech stack can benefit from FMAX because it provides the flexibility to help you better serve more client groups. Construct sophisticated portfolios to meet the unique needs of UHNW clients, or grow your mass affluent client base by offering packaged solutions—FMAX can help you do both. Plus, it can help with the the layers of fiduciary burdens that that typically come with growth.

Reporting only

With FMAX, Fidelity consolidated proprietary research, reporting and ratings in a single tool to make it easier for you to leverage. But, even if you're just looking to clean up billing, automate processes, or access specialized tools and reporting, FMAX can be an essential resource.

Find out how FMAX can help your firm.


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