FIDx Wins MMI/Barron's Award for Emerging Technology in Insurance Overlays
Fiduciary Exchange LLC (FIDx) has been named the 2026 MMI/Barron's Industry Award winner for Technology/Solutions Provider of the Year – Emerging Technologies. The recognition focuses on FIDx Insurance Overlays, a technology infrastructure designed to integrate guaranteed lifetime income and protection directly into managed accounts. The platform allows financial advisors to provide insurance-based protections without requiring clients to move assets or relinquish control over portfolio allocations. A key milestone for the technology included its integration with a Prudential strategy on the Dimensional Fund Advisors Unified Managed Account (UMA) platform, marking the first time a contingent deferred annuity overlay was delivered natively within a UMA workflow.
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Topics: guaranteed lifetime income industry awards insurance overlays wealth management technology