It’s here.
This weekend, ESI and Fidelity successfully completed the conversion from Envestnet to the FMAX platform—marking a major milestone in the evolution of Illuminations.
Illuminations activity may now resume. Advisors can access the FMAX Desktop through Wealthscape SSO by navigating to:
Menu → Tools → Fidelity Managed Account Exchange → FMAX Desktop
Why This Matters
The move to FMAX is more than a platform change—it’s a meaningful upgrade in flexibility, scalability, and support for your advisory business. With FMAX, Illuminations is positioned to deliver:
- Enhanced capabilities and expanded investment options
- Improved operational efficiency and integration
- A stronger foundation for customization and growth
- Enhanced regional and strategic support through Fidelity
This is the beginning of a new chapter for Illuminations—and a powerful step forward in how ESI supports advisors and their clients.
Guided Choice – Next Generation UMA Program, Powered by FMAX
Guided Choice empowers advisors to deliver personalized portfolios within a scalable framework—combining the flexibility of customization with the efficiency of model-driven investing. You’ll have access to a specialized team at FMAX who brings everything together in one coordinated, professionally managed approach designed to build, monitor and automatically rebalance as needed.
Available Support Resources:
ESI Fund Strategist Portfolios (FSP) Overview Flyer
Guided Choice UMA Overview Flyer
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