FeeX provides mission critical platforms that unlock greater financial outcomes for both financial professionals and their end clients. Founded in 2012, we work with RIA's, Broker Dealers, Custodians, and Recordkeepers including many of the largest financial institutions in the country.
FeeX has put together an exceptional team of engineers in order to build creative solutions for age-old challenges that exist in the financial services industry. Advisors and their end clients can both use a leg up in securing their financial future, which is why we are so focused on solutions that benefit everyone.
A new data feed between Orion and FeeX gives Orion users visibility into the held-away assets managed through the FeeX platform, granting advisors a more complete picture of an investor’s financial landscape, and enabling a more coordinated asset management strategy.
Learn how we can help you achieve greater financial outcomes and why industry leaders choose FeeX.GET IN TOUCH WITH US