FIDx Creates A One Stop Shop For Insurance Products and Wealth Management

Daniel MacKinnon, CEO, and Richard Romano, CTO, FIDx met with Julie Cooling, Founder & CEO, RIA Channel to discuss the company’s mission to bridge the gap between wealth management and insurance products. FIDx is a technology company focused on connecting advisors to the world of insurance products. On the advisory side, the platform aims to make insurance products transparent and easy to process. Insurance providers also benefit from the direct access to the RIA community. Advisors can now take advantage of the FIDx technology within the Envestnet platform. Whether conducting product research, creating a client proposal or setting up billing, the API based platform seamlessly integrates “insurance widgets” into every aspect of the Envestnet process. To learn more on this topic, head here.