We’re excited to introduce Guided Choice, a next-generation Unified Managed Account (UMA) solution available within Illuminations powered by FMAX. Guided Choice is designed to help you deliver more customized portfolios while simplifying implementation, oversight and ongoing management for your clients.
Many clients today hold multiple accounts, managers, and statements — making it harder for them to see the full picture. Guided Choice brings those moving parts together into one coordinated, professionally managed account. The result: a more streamlined experience for clients and a scalable framework for advisors.
Why advisors are taking a closer look
- Customization with flexibility: Combine SMAs, strategist portfolios, mutual funds, and ETFs within a single unified account.
- Efficiency at scale: Apply model updates across accounts and leverage automated rebalancing and monitoring.
- Disciplined oversight: Built-in tools help keep portfolios aligned with client risk profiles and long-term goals.
- Supported by FMAX: Access investment consulting resources, portfolio guidance, and dedicated service support from Fidelity’s Managed Account Exchange platform.
Guided Choice is built to support a wide range of client needs, with core portfolio minimums beginning at $10,000, high-net-worth solutions starting at $500,000, seven available risk profiles, faith-based investment options, and the ability to include alternatives.
Helpful Resource: Client Facing Flyer!
Help show clients the value of Guided Choice, click here.
How it works
Advisors define a client’s strategy, select the most appropriate investments for each asset class, and let the platform handle ongoing monitoring and rebalancing. Changes to models can be applied efficiently across accounts, helping maintain consistency while freeing up time for deeper client relationships.
Get Started
Reach out to your Regional FMAX Portfolio Strategist today. You can view the FMAX Regional Support Map by logging into the Agent Portal and copy/paste this link into your browser: https://www.nationallife.com/agent/-/media/Documents/national-life/ESI/FMAX-national-territory-map.pdf
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