Chester County News and Community Website
Fiduciary Exchange LLC (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.
BERWYN, PA — Envestnet, Inc. (NYSE: ENV) and Fiduciary Exchange LLC (FIDx), the only retirement platform representing a single point of connectivity between insurance products and broad financial advisor distribution, …
Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, announced partnerships with …
Read More BERWYN, PA — FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch …
Read More BERWYN, PA — FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to …
Read More BERWYN, PA — FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | …
Read More BERWYN, PA — Envestnet, Inc. (NYSE: ENV) announced that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, …
Read More BERWYN, PA — FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, recently announced a strategic partnership with RetireOne, the insurance and annuity back office …
Read More