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Update on COVID-19

View the latest update from FIDx on what we are doing to ensure the continuity of our business and the well-being of our staff during this global crisis.

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Connecting the frontiers of wealth management

One platform. One portfolio

FIDx empowers advisors to offer comprehensive financial planning and advice through the wealth management platforms they use every day.

Connecting advisors to insurance carriers via their existing wealth platform, FIDx creates new opportunities for insurance carriers, platforms, investment firms, and advisors by integrating protection and income solutions with managed portfolios.

 

Financial advisors

Offer the protection and income benefits of annuities to your clients on your investment platform, giving you more resources to serve your clients, saving you time, and offering a better experience for you and your clients.

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FIDx is the technology behind the Envestnet Insurance Exchange, enabling advisors to offer protection and income solutions as part of their wealth strategy. By integrating annuities with wealth management solutions, FIDx creates new opportunities for carriers, platforms, and advisors, while helping investors achieve retirement security, making financial wellness a reality.

Check out the Envestnet Institute content to learn more about contextualizing market events and better serve your clients in any market environment.

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Contact Us to Schedule an Appointment with a FIDx Solutions Specialist

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