Effective October 2, Fidelity to introduce an enhanced Investment Strategy Proposal (ISP) experience within FMAX
The updated ISP is designed to provide a more modern, client-friendly presentation of investment recommendations, with updated visuals, more intuitive reporting and a clearer presentation of proposed investment strategies.
What’s changing?
- Effective Date: October 2, 2026
- No Change to Your Workflow: The enhanced ISP will automatically be available within the existing FMAX proposal process.
- No Additional Training Required: Advisors can continue using the same FMAX platform and familiar proposal workflow.
- Improved Client Experience: Updated visuals and reporting are designed to make investment recommendations easier to review and discuss with clients.
Preview the enhancements:
Advisors who use FMAX proposals are encouraged to review these resources ahead of the October 2 launch.
For questions about FMAX, please contact the FMAX Advisory Consulting Team at 1-866-925-FMAX (3629).
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