Press Release

FIDx Wins 2026 MMI/Barron's Industry Award for Technology/Solutions Provider of the Year - Emerging Technologies

Oleh Maswan 28 Oct 2026 20:00 3 menit baca

EmitenTrust.com - FIDx Recognized for Bringing Guaranteed Lifetime Income Into Managed Accounts Without Moving Client Assets

BERWYN, Pa., Oct. 28, 2026 /PRNewswire/ -- Fiduciary Exchange LLC (FIDx) today announced that it has been named a winner of the 2026 MMI/Barron's Industry Award in the Technology/Solutions Provider of the Year – Emerging Technologies category. The award recognizes FIDx Insurance Overlays, the technology infrastructure that adds guaranteed lifetime income and protection to managed accounts without moving client assets.

Now in their 18

year, the MMI/Barron's Industry Awards highlight firms in 12 categories, spanning asset management, wealth management platforms, technology, marketing, education, and community impact, which have developed ideas and solutions that are making a constructive difference in moving the industry forward. The awards program is organized and sponsored by the Money Management Institute (MMI), the industry association for financial services firms, and Barron's, the country's premier financial publication.

"We are grateful to MMI, Barron's and our industry peers for recognizing the work behind Insurance Overlays," said Michael Kazanjian, Head of Insurance Overlays at FIDx. "Advisors have never lacked interest in protected lifetime income for their clients. What they lacked was a way to deliver it without moving assets, giving up control of the allocation, or leaving the platforms they use every day. The connectivity we built among carriers, custodians, and wealth management platforms removes that barrier: the client stays invested exactly as they were, the advisor keeps full control of the portfolio, and the only thing added is protection. We look forward to seeing more advisors and clients plan, and spend, with that confidence."

FIDx's Insurance Overlays marketplace went live with a Prudential strategy on the Dimensional Fund Advisors Unified Managed Account (UMA) platform. This milestone marked the first time a contingent deferred annuity overlay was natively delivered within a UMA workflow. More information about FIDx Insurance Overlays is available at https://overlays.fidx.io/.

Award winners were announced during the 2026 MMI Annual Conference in Boston earlier this month. For a complete list of 2026 MMI/Barron's Industry Award winners, please visit https://www.mminst.org/insight/top-innovators-honored-winners-2026-mmibarrons-industry-awards.

About FIDx

Fiduciary Exchange, LLC (FIDx) is an insurance technology platform that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance tools and access to solutions from the industry's leading carriers. FIDx technology is integrated within the same wealth management platforms advisors already use every day to better enable advisors to deliver comprehensive advice and help clients reach their goals. FIDx Insurance Overlays extend that integration to the account itself, adding guaranteed lifetime income to managed accounts without moving client assets.

To learn more, please visit https://fidx.io/ and follow FIDx on LinkedIn.

Media Contact:

Michele Modugno
JConnelly for FIDx
862.505.7349
fidx@jconnelly.com

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SOURCE Fiduciary Exchange, LLC (FIDx)