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The minor 20-year Fidelity and Envestnet collaboration just got major as FMAX begins to take off and the two companies seek to press the advantage

The Boston clearing and custody giant has been using the Berwyn, Pa., TAMP/SMA giant for managed accounts, but now Fidelity is making Envestnet a big software partner to make its own TAMP a 'category killer.'

Author Oisin Breen July 11, 2024 at 12:09 AM
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Gary Gallagher: Fidelity and Envestnet are combining the best of both firms.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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