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.
Carson Group has partnered with FeeX to give Carson's network of advisors the ability to fully manage their clients' retirement plans. The technology ensures all investment decisions fit into their clients' holistic financial plans by allowing advisors to manage and trade retirement assets alongside other accounts.
Priority Financial Group has partnered with FeeX to power the firm's Retirement Plan Center. The Center will allow advisors to securely trade and manage clients' held-away assets wherever they are held. Through the partnership, PFG advisors can now provide this added value to their clients..
FeeX announced a technology integration and partnership with Advyzon, an all-in-one cloud-based financial advisory technology platform. Bringing together the two platforms will further streamline management for financial advisors, allowing them to focus on delivering maximum value to their clients.
Dynamic Advisor Solutions has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. The service gives advisors visibility into their clients' held-away holdings and available investments. Advisors can execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity to add value and improve financial outcomes for their clients.
Panoramix announced a technology integration with FeeX to allow advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. This new data feed between the platforms provides users with visibility into held-away assets, enabling users to easily integrate those into household performance reports.
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.
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