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Advisory Solutions
Who Fidelity Managed Account Xchange® (FMAX) can help
Capabilities for multiple business models.
All firm sizes, all practice types—all benefit from FMAX
In today’s competitive landscape marked by fee compression and evolving investor expectations, firms of all sizes need to operate smarter. The FMAX wealth management platform is built to help you drive growth, optimize your practice, and deliver better outcomes for your clients. Whether you're a breakaway advisor seeking end-to-end capabilities or a well-established firm looking to expand your offerings, access exclusive Fidelity research and ratings, or simply increase operational efficiency—FMAX is your solution.
Full Third-Party Management for Breakaway 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 to break away on your 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.
Big benefits for larger firms
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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