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Advisory Solutions
Who Fidelity Managed Account Xchange® (FMAX) can help
Capabilities design to help firms scale.
Supporting firms through growth, complexity, and change
As firms grow, so do the demands of managing portfolios, serving diverse client needs, and maintaining operational efficiency. FMAX brings together the technology, capabilities, and support firms need to scale their business while delivering a consistent client experience.
Flexible support for growing firms
Ready to run your own back office? FMAX gives you the tools to make it happen. With built-in automation, operational efficiencies, and access to expert consulting, FMAX provides the building blocks you need for independence on your own terms.. From technology to advisory support, it’s a true end-to-end wealth management solution designed to help you launch, grow, and scale your practice.
Helping established firms do more
Even well-established firms with mature tech stacks can benefit from FMAX. Its flexible architecture helps you serve a broader range of client segments—from constructing sophisticated portfolios for ultra-high-net-worth clients to offering streamlined, packaged solutions for the mass affluent. FMAX also supports your growth by helping manage the increasing layers of fiduciary responsibility that come with scale.
Reporting-only capabilities
FMAX consolidates Fidelity’s proprietary research, reporting, and ratings into a single, streamlined tool—making it easier for you to access and apply valuable insights. Even if your primary goal is to enhance operational efficiency—such as refining billing processes, automating routine tasks, or leveraging specialized reporting tools—FMAX can serve as a critical resource to support your practice
See the FMAX difference for yourself.
Why choose Fidelity Managed Account Xchange® (FMAX)
FMAX is designed to help grow your wealth management practice.
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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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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.
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