We meet financial professionals where and how they do business
Flexibility isn't a feature, it's a promise.
No matter what kind of business you run, FIDx can be integrated into your existing wealth management platform with elegance and simplicity. Across all types of financial professionals who serve all types of clients, a full suite of commission and commission-free products from leading carriers are available through our marketplace.
Integrations with leading platforms
Through FIDx, financial professionals can access cutting-edge planning tools like MoneyGuide and iRetire® from BlackRock®. FIDx is also natively integrated into platforms like Envestnet, Tamarac, and HALO. And if a financial professional isn’t licensed to sell annuities, they can use our Outsourced Insurance Desk capabilities.
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