Envestnet | MoneyGuide Teams With FIDx on Annuities: Tech Roundup

September 8, 2020 by Jeff Berman

Envestnet | MoneyGuide e8ntered into a strategic partnership with Fiduciary Exchange that provides insurance-licensed financial professionals the capability to plan, research, propose and manage annuity products from within MoneyGuide.

Financial advisors who use MoneyGuide software will now be able to seamlessly implement annuity strategies modeled in a client’s financial plan via the FIDx platform, the companies said Tuesday.

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Originally Posted at ThinkAdvisor on September 3, 2020 by Jeff Berman.