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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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