Rich Romano On FIDx’s Complete Annuities Solution

Rich Romano, CEO of FIDx joined Keith Black from RIA Channel to share how FIDx is helping to make the insurance industry smarter and faster.

FIDx seamlessly connects carriers, advisors, and clients to efficiently access the entire insurance ecosystem. The API-based platform integrates directly with Envestnet and aims to make annuity products more transparent, easier to process and faster to implement. FIDx’s Outsourced Insurance Desk (OID) allows advisors without an insurance license to provide annuities to their clients, thus deepening their value and service offering.

As Chief Executive Officer and Co-Founder of FIDx, Rich is responsible for the company’s strategy, vision, and growth. Passionate about helping advisors deliver better outcomes to their clients, Rich is leading his team to revolutionize the way insurance products are used to achieve client retirement goals within wealth management. With 30 years of financial services consulting experience and deep domain expertise in the brokerage and insurance industries, Rich has built and managed IT consultancies and provided enterprise consulting services and subject matter expertise to the industry leaders in the insurance, retirement, and asset management space. Rich holds bachelor’s degrees in Actuarial Science and Economics from Rider University and the London School of Economics.

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Outsourced Insurance Desk for Unlicensed Insurance Professionals (OID)

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