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Connecting the Frontiers of Wealth Management

One Platform. One Portfolio.

FIDx is an innovative technology company that expands opportunities within wealth management to encompass the full cycle of investors’ needs. FIDx empowers advisors to deploy a comprehensive advice offering as core components of their clients’ managed portfolios—integrated within the same wealth management platforms they already use every day.

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FIDx Insurance Exchange (Ix) technology brings together insurance carriers and wealth platforms opening a new reality for investment firms and advisors to offer their clients protected lifetime income solutions within their managed portfolios. By integrating annuities with wealth management solutions, FIDx has created new opportunities for carriers, platforms, and advisors, while helping investors achieve retirement security, making financial wellness a reality.

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