iPipeline and FIDx launch IX Express to expand digital annuity distribution

iPipeline and Fiduciary Exchange LLC (FIDx) have expanded their partnership with the launch of Insurance Exchange Express (IX Express), a new solution aimed at bringing digital annuity distribution to small and mid-market broker-dealers and financial institutions.

The offering packages existing infrastructure into an out-of-the-box platform, giving smaller firms access to capabilities that were typically reserved for larger institutions. By combining FIDx’s Insurance Exchange with iPipeline’s AFFIRM for Annuities, IX Express creates a unified workflow designed to reduce processing errors and eliminate disconnected systems.

As background, in 2025, FIDx raised new growth capital led by Prudential Financial, with participation from Franklin Templeton, Invesco LLC, and Axonic Insurance Services.

Founded in 2017, FIDx provides a platform that integrates annuities into RIA and broker-dealer workflows, with existing integrations including Envestnet and Halo Investing. The funding was aimed at supporting product development and partnerships—efforts that now extend into IX Express.