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Investor expectations are changing—shifting focus from simple wealth accumulation to actual outcomes, such as reliable income in retirement. Through FIDx, wealth management platforms can radically expand your value propositions to investment firms and their advisors. By adding indexed, variable, and income annuities to their product lineup, they provide lifetime income and downside protection within traditional managed portfolio solutions.
FIDx brings transparency, control, and convenience to annuity sales across the entire wealth management lifecycle empowering advisors to truly deliver comprehensive advice to their clients. Its revolutionary technology acts as a bridge from advisory platforms to insurance carriers, supporting the entire advice lifecycle from accumulation to decumulation—including product recommendation, applications, account opening, asset allocation, communications, performance reporting, and rebalancing, all on one platform.
FIDx creates new opportunities for wealth management platforms by enabling the frictionless processing of insurance products for advisors and their clients, facilitating consolidated investment solutions on a single platform.
FIDx technology integrates insurance products into the same home office and advisor workflow as their traditional investment products such as mutual funds, ETFs, and separately managed accounts.
Interactions between insurance carriers and other partners are managed by FIDx creating a singular and simple experience.
View the entire package of applications entered by advisors and approve or reject them at one singular point on the platform instead of having to handle approvals offline. Robust reporting makes it even easier to track and manage applications.
Direct integration with carriers across three separate checkpoints ensures advisors have the necessary licenses and are appointed with a carrier before they can proceed with the proposal.
Ensure overall account allocations are aligned with investment policy rules. For the first time, annuities can be governed in the same way as other investment products.
Approve and manage carriers, annuity products and sub-account investments on platform, like investment products.
Ensure variable annuity models and traditional investments within managed accounts align with individual firms’ risk tolerance philosophies.
Conduct cross-product-type comparisons of annuity products, features, and pricing.
ONE PLACE to select fixed, indexed, variable, structured, and income annuities from best-in-class Insurance carriers.
ONE PLATFORM to access and manage investment accounts and annuities including a rules-based, digital application process and product filtering capabilities to align products with client needs.
ONE PORTFOLIO with a holistic view of clients’ investments and protection solutions for a coordinated wealth management strategy, helping to make retirement security a reality for investors.
ONE FEE to offer investors—with aggregate billing across managed accounts and annuity products.
ONE SYSTEM to access daily annuity performance reporting that aligns annuities with traditional asset classes in managed accounts to enable portfolio rebalancing and guide in-force transactions.
Contact Us to Schedule an Appointment with a FIDx Solutions Specialist
Contact Us