Advisory Solutions
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.
A streamlined wealth advisory experience
Fidelity simplifies the onboarding and advisory process from day one. With FMAX, advisors receive dedicated consultation beginning at deployment—enabling them to hit the ground running with confidence.
- A dedicated resource for all inquiries and issue resolution ensures consistent support and faster response times.
- Simplified onboarding and contracting processes reduce administrative burden and accelerate implementation.
- An open architecture investment lineup allows advisors to outsource investment management or operate in a self-directed capacity—based on their preferred approach.
Integrated leading technologies
FMAX brings together advanced planning, managed account, and brokerage technologies to support a seamless planning-to-action workflow—helping advisors operate more efficiently and effectively.
- Reduce manual processes and administrative tasks to minimize errors and free up time for higher-value client engagement.
- Industry-leading integration with eMoney enables a streamlined planning-to-action experience, enhancing advisor productivity.
- FMAX’s open architecture supports multiple entry points—including WealthscapeSM, eMoney, and other client-specific portals—allowing advisors to work within their preferred environment.
Streamlined, integrated workflow with the service and support to put your plan into action
FMAX offers access to Fidelity’s world-class advisory consultants who work closely with you to identify how the platform can scale your business and help you fully leverage its capabilities. Consultants tailor their guidance, offering support through:
- Best practices for platform utilization to help optimize your workflows and client outcomes.
- Guidance on available investment strategies and how to incorporate them into your offering.
- Personalized assistance through in-person and virtual engagements, delivered by dedicated regional consultants.
- Timely updates on emerging industry trends and advisor-focused research to keep your practice ahead of the curve.
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
- Review portfolio and allocation techniques, analyze program structures, and perform manager mapping
- Aid in tax and income customization
The Wealth Advisory Institute
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.