FIDx - The complete solution The #1 Annuities Platform

Seamless integration with financial planning tools, compare annuity products with always up-to-date information.

PLAN AND RESEARCH

Fiduciary Exchange LLC (FIDx) is a technology firm offering solutions that connect the brokerage, insurance, and advisory ecosystems. FIDx does not provide any advice or make any recommendations with respect to any insurance or other financial products and does not solicit, offer or sell any insurance or other financial products. Financial professional use only. © 2025 Fiduciary Exchange LLC. All rights reserved.

Smart filters only show which features, benefits and investment options are available based on the product, location and firm.

PRODUCT SELECTION AND ILLUSTRATION

SSO from FIDx into the AOE without the need for a seperate system. Application pre-populates up to 80% using proposal data.

ANNUITY ORDER ENTRY

It's easy to do things like re-balance the contract, add subsequent premiums or make withdrawals* without leaving the platform, and suitability documents are available.

IN-FORCE MANAGMENT AND COMPLIANCE

*Home office controls if advisors have ability to transact withdrawals and subsequent premiums on platform.

All current contract information is available across carriers. Annuity Insights are also available to help ensure contracts purchased today remain relevant for years to come.

REPORTING