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Investment round led by Prudential Financial and Global Atlantic, with participation from existing investors
Lincoln Financial Group Expands Product Offering on FIDx-Powered Envestnet Insurance Exchange
Bonsai Integrates with FIDx Platform, Furthering an RIA's Ability to Holistically Manage a Client's Personal Balance Sheet
FIDx welcomes Producers Choice Network(PCN), the all-in-one insurance solution for RIAs.
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Planning analytics component and annuity data strengthen actionable recommendations and engagement opportunities for advisors.
FIDx Announces Distribution Technology Partnerships With American Equity Investment Life Insurance Company And Eagle Life Insurance Company, Expanding Access To Annuity Solutions
FIDx and Halo announce a strategic partnership, giving advisors more choice and flexibility in protection solutions for their clients.
HTK Financial Professionals can now seamlessly offer annuities to clients through the HTK Advisory Series Powered by Envestnet.