About the Envestnet Insurance Exchange

    The Envestnet Insurance Exchange, powered by FIDx, modernizes annuity distribution, connecting the insurance ecosystem and investment firms through the Envestnet platform. This solution supports the full lifecycle of advice on a single, integrated platform, and empowers advisors with broader access, improved experiences and elevated value.

    Better experiences for investors

    Advisors can offer the protection of annuities integrated with managed accounts, a more streamlined experience with less paperwork, and a more complete financial perspective through consolidated reporting.

    Practice management benefits

    With more time to focus on client relationships and business building, advisors using the Insurance Exchange have access to a range of both fee- and commission-based products to meet the client’s needs. Streamlined digital processing can help save advisors time and costs associated with manual paperwork.

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