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11/17/2022

Investment round led by Prudential Financial and Global Atlantic, with participation from existing investors

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5/18/2022

Lincoln Financial Group Expands Product Offering on FIDx-Powered Envestnet Insurance Exchange

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4/25/2022

Bonsai Integrates with FIDx Platform, Furthering an RIA's Ability to Holistically Manage a Client's Personal Balance Sheet

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3/9/2022

FIDx welcomes Producers Choice Network(PCN), the all-in-one insurance solution for RIAs.

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12/1/2021

Envestnet Insurance Exchange powered by collaboration between FIDx and SIMON

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11/11/2021

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

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10/20/2021

Lombard International's Private Placement Variable Annuity Available on FIDx

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08/23/2021

Planning analytics component and annuity data strengthen actionable recommendations and engagement opportunities for advisors.

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11/24/2020

FIDx Announces Distribution Technology Partnerships With American Equity Investment Life Insurance Company And Eagle Life Insurance Company, Expanding Access To Annuity Solutions

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10/01/2020

FIDx and Halo announce a strategic partnership, giving advisors more choice and flexibility in protection solutions for their clients.

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9/22/2020

HTK Financial Professionals can now seamlessly offer annuities to clients through the HTK Advisory Series Powered by Envestnet.

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09/03/2020

Envestnet / MoneyGuide teams with FIDx to bring annuities into the financial planning process.

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