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01/14/2025
Prudential Financial, Inc. today announced plans to collaborate with Dimensional Fund Advisors and Fiduciary Exchange LLC (FIDx) to bring protected lifetime income strategies to managed accounts via the FIDx Insurance Overlay marketplace.
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08/29/2023
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts; $50B in Overall Annuity Contracts Now Actively Managed on FIDx Platform
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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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11/11/2021
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
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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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