Fidelity Investments and Envestnet enhance FMAX platform with tax management, Fidelity Custom Models, and plan integrations.
Fidelity Investments and Envestnet have introduced new features to Fidelity Managed Account Xchange (FMAX) platform, including tax management for model portfolios and Fidelity Custom Models. A slimmed-down version, FMAX Essentials, is set for rollout for small- and mid-sized firms. Integrations with Envestnet's Insurance Exchange and Vantage institutional data aggregation product are planned for later in the year.
June 13, 2024
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