Big enhancements are coming in January. Here’s how to prepare.
In today’s competitive environment, your advisory platform should do more than support your practice—it should accelerate your growth. That’s why, beginning in January, ESI will transition Illuminations to Fidelity’s Managed Account Exchange (FMAX), delivering the same Envestnet-powered engine you know today… but with better pricing, better support, and expanded capabilities.
This is a true enhancement—not a conversion—and your day-to-day experience in Illuminations will feel familiar, but more efficient and more competitive.
What You Can Expect
- Higher Payout Potential
Lower platform fees on most new and recent accounts—allowing you to keep more of what you earn, without increasing client costs. - More Competitive Pricing for Clients
Strengthen your value proposition and win fee-sensitive prospects with a more competitive advisory pricing structure. - More Support & Resources
You’ll gain access to Fidelity’s robust FMAX field resources, Model Design & Consultation, streamlined workflows, and the expertise of Paul Ma and the Portfolio Solutions team.
Mark Your Calendar
Kick off the new year with three powerful January training sessions designed to help you leverage FMAX from day one:
Jan 7: New Managers & Guided Choice UMA
with Dan Randall & Paul Ma
Register: https://nationallife.zoom.us/meeting/register/lkP1ELqOSo-WQ_WNBU39ig
Jan 14: How to Leverage Your FMAX Sales Team
with Kyle Marceau & FMAX Sales Support
Register: https://nationallife.zoom.us/meeting/register/KE2gwTFZT6iJZ_pnoKLVOg
Jan 21: What’s New and Different with FMAX
with Abram Nunes & Greg Betts
Register: https://nationallife.zoom.us/meeting/register/qjKUyeUHTxunx11JaGRagg
All sessions will be recorded for those unable to join live.
This is an exciting step forward for you and your clients—and there’s much more to come.
Stay tuned for next week’s spotlight on the new pricing advantages.
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