FIDx
HQ Address
1000 Chesterbrook Blvd., Suite 135, Berwyn, PA 19312, United States
Website Address
Business introduction
Expanding the frontiers of wealth management
FIDx is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers
Motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors’ changing needs, FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients’ portfolios—integrated within the same wealth management platforms they already use every day.
An independent technology firm led by seasoned industry veterans and built from the ground up as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security.
FIDx Solutions
FidX
FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......
