Fidx highlights Insurance Overlays benefits
Michael Kazanjian discusses product mechanics and future outlook with Financial Advisor Magazine.
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Financial data connectivity and technology company
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In short: Fidx surpassed $3 billion in annuity transactions, secured new equity funding, launched IX Express, and added income annuities via new partnerships.
Michael Kazanjian discusses product mechanics and future outlook with Financial Advisor Magazine.
Insurance Overlays receives Technology/Solutions Provider of the Year in the Emerging Technologies category at the 2026 awards.
CEO Rich Romano argues that focusing on form burden reduces risk for advisors and carriers. The company builds infrastructure around compliance rather than sales.
Michael Kazanjian explains that fragmented platforms hinder advisors, advocating for integrated solutions within existing systems.
iPipeline and Fiduciary Exchange LLC (FIDx), a leading insurance technology provider, today announced a strategic expansion of their longstanding relationship with the launch of Insurance...
The move could give economists' favorite annuities help with winning over retirement savers.
BERWYN, Pa., June 17, 2025 /PRNewswire/ -- Fiduciary Exchange, LLC (FIDx), an Insurtech leader providing integrated tools that connect financial professionals with insurance companies and...
New Funding from Leading Insurers and Asset Managers to Fuel Insurtech Firm's Expansion BERWYN, Pa., June 17, 2025 /PRNewswire/ -- Fiduciary Exchange, LLC (FIDx), an...
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