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Transforming the Delivery and Implementation of Advice

FIDx is modernizing annuity distribution with technology that unites leading insurance carriers and wealth platforms. This business solution is an exchange that seamlessly connects insurance carriers and advisors in order to deliver various insurance programs as part of their financial and goals-based plans.

Insurance Carriers

A Seat at The Table

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Wealth Platforms

Expand YOUR Value Proposition

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Investment Firms

The Missing Piece of Managed Portfolios

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Ready to Get Started?

Contact Us to Schedule an Appointment with a FIDx Solutions Specialist

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