Del.icio.us
Google
Yahoo MyWeb
Facebook
FolioDynamix Overview
FolioDynamix, home of business and technological innovation in wealth servicing, and the unbundled turnkey asset management platform! We are the preeminent unified managed accounts experts, providing you with a complete, fully integrated and scalable platform solution across program types and functionality, complemented with services that drive productivity, efficiencies and business generation....More»
FolioDynamix, home of business and technological innovation in wealth servicing, and the unbundled turnkey asset management platform! We are the preeminent unified managed accounts experts, providing you with a complete, fully integrated and scalable platform solution across program types and functionality, complemented with services that drive productivity, efficiencies and business generation.
Our clients - encompassing top wealth management businesses at major brokerage firms, registered investment advisors, asset management firms and banks - entrust FolioDynamix with daily oversight of more than 3.8 million accounts.«Less
Key People
Management
Board of Directors
Funding
| Date | Type | Capital Amount | Post-Money Valuation | Investors |
|---|---|---|---|---|
| 08/2008 | Series A | 7.5M | Unknown |
Products
| Name: | FDx Advisors |
| Product URL: | http://www.foliodynamix.com/sponsors_advisor.html |
| Description: | Through our FDx and FDx Advisors value proposition, a wealth servicing platform and RIA respectively, we are singularly positioned to offer all the capabilities of a turnkey asset management program (TAMP) – bundled or unbundled – without the associated costs and flexibility restrictions. By integrating with a client’s back-office, FolioDynamix is able to drive expansion of a firm’s wealth management capabilities. |
| Screenshots: |
|
Competitors
Profile
OpinionsRelated Companies
Page Information
01/18/2009 02:26AM by jottershaun
User Opinions
Bulls vs. Bears (0)
| Bullish Opinions (0) | ||||
|---|---|---|---|---|
| Be the first to tell us why they are destined to succeed | ||||
| Bearish Opinions (0) | ||||
|---|---|---|---|---|
| Be the first to tell us why they are destined to stumble. | ||||
Discussions (0)
Start a New Discussion
Opinion Poll
View All Opinions »
Web Metrics
View All Web Metrics »
| Alexa Rank: | n/a |  |
n/a |
| Yahoo Search Results: | n/a | ||
News & Blogs
View All News »- Latest
- Most Popular
- Submit a Story »
Raymond James Selects the FolioDynamix Wealth Management Platform for Proposal Generation and Investment Policy Statement Management
Feb 8, 2012 - 0 comments
FolioDynamix Continues Innovation in Wealth Management Technology
Jan 10, 2012 - 0 comments
FolioDynamix Appoints New Chief Client Officer, Continues to Focus on Client Success as Industry Differentiator
Oct 19, 2011 - 0 comments
FolioDynamix Appoints New Chief Operating Officer, Continues Company Growth
Oct 4, 2011 - 0 comments
Davenport & Company Selects the FolioDynamix FDx Connect Model Exchange Hub for Online Investment Model Access
Sep 28, 2011 - 0 comments
FolioDynamix on Twitter
Twitter Search »Discussions
View All Discussions »There are no discussions right now.
Recent Contributors
There are no recent contributors to this company.
Related Jobs
loading...