Working Hours Monday - Friday 8:00-5:00
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What We Do

ADVISORY

Attract more clients and grow assets under wealth management with help from FDx Advisors, our registered investment advisor (RIA) firm that delivers sophisticated investment programs. FDx Advisors brings together institutional-quality manager research services, investment consulting services and discretionary investment solutions that enable you to successfully establish and maintain an open-architected wealth management program with a simplicity that frees you to focus on the quality of your client solution and the growth of your business.

OPERATIONS

Leverage our Support and Operations team to help manage your day-to-day hassles so you can spend more time working with clients and cultivating new business. Customize and streamline your user experience by collaborating with our Professional Services team for support at every step of the process. From the initial account setup to end-investor billing and everything in between, we work hard to ensure our products and services work seamlessly and optimally for you.

TECHNOLOGY

Increase your effectiveness and efficiency as you manage the entire wealth advisory lifecycle with our sophisticated but easy-to-use cloud-based solution. We designed FolioDynamix to be the backbone of your wealth management and advisory infrastructure, providing a cohesive, scalable software-as-a-service technology platform that allows you to quickly fill any gaps in your wealth management business while still retaining your unique value proposition. your client solution and the growth of your business.

How we help

BROKER DEALER

Optimize your operation. FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics – across all account types.

RIA

Run your business your way. Regardless of what piece or pieces of the wealth management lifecycle are needed – from one modular function to the full platform – FolioDynamix provides a robust solution with the flexibility and agility necessary to meet the growing demands of doing business in the wealth management industry.

BANK TRUST

Empower your advisors to operate more efficiently and effectively with our stable, open-architecture platform that allows for integration with “best of breed” technology providers. FolioDynamix delivers a more profitable way to manage their client’s retail, high-net-worth and institutional businesses.

Run your business your way. Regardless of what piece or pieces of the wealth management lifecycle are needed – from one modular function to the full platform – FolioDynamix provides robust solutions for Broker Dealers, RIAs and Bank Trusts.
Customizable IPS, Household Portfolios, Integrated Research, Configurable Investment Proposal, Fee Calculator, Current/Proposed Analytics, Financial Planning Integration, Multiple Path Solutions, Manager Summaries, Simulated Portfolios, Asset Location, Multiple Path Solutions, Model Import, CRM Integration, Configurable RTQ, Risk Scoring
Account/Household Data, Document Vault
Configurable Report Packs, Composite Reporting, Muti-Tiered
Rebalancing, Trade Management Guidelines

Approved Manager, Access Managers, Research Commentary, Custom Due Diligence

Model Delivery, Asset Allocations, Product Selection, Gateway, White Labeled Products, Manager Reporting/Billing, Traditional SMA Services
Interfaces-Custodial
Redi2
Billing, Training, General Support, Platform Delivery, Accounts, Reconciliation
Proposal Creation, RFP/RFI Support, CAPM Assumptions, Tax Optimization, Outsourced CIO, Prop Gen Business Requirements
View All Options

Our Process

  • Sales Engineering
  • Discovery
  • Execution
  • Utilization
We take a consultative approach to engaging our clients because of the highly configurable nature of our offering. The process begins with a sales engineering methodology for assessing your firm’s needs, providing technical expertise, analyzing enhancement requests and designing custom solutions to align our product and service strategy with your goals.
Our Platform Delivery Team works closely with new clients to ensure the onboarding process happens as efficiently and effectively as possible. The discovery phase defines the overall project planning, technology integrations, and product and service requirements so we can configure the platform to be optimized for you.
We deliver on the project plan. The execution phase is when all the agreed upon functionalities and custom developments come to you. We also implement your specific workflow design with detailed definitions of your firm’s hierarchy and user entitlements.
Our clients receive more than technology. We also equip you with the skills, knowledge and operational support to maximize our product’s impact. Live training, testing and verification starts you off in confidence with a successful launch and rollout plan. Our Client Service Team and integrated Knowledge Center help grow your mastery of the platform from there on.

Changing the Narrative: Put the Client First (Part I)

FolioDynamix President & COO, Steve Dunlap, discusses how the DOL Fiduciary Rule has actually provided the financial services industry a perfect opportunity to make some much-needed changes.

How fintech makes wealth advisors more relevant

FolioDynamix Chairman and CEO, Joseph Mrak, discusses what's next for Managed Accounts in Digital Wealth Management with Darren Duffy, Head of Wealth Management Business Solutions for Thomson Reuters.

Fiborg and the future of the Financial Planning Industry with Steve Dunlap

President and COO Steve Dunlap was recently featured in a podcast on the XY Planning Network – an innovative concept focused on providing financial advice to new generations.

Headquarters Contact Info

One Harmon Plaza, 6th Floor, Secaucus, NJ 07094 Phone:(866) 892-5443 Marketing:marketing@foliodx.comSales:sales@foliodx.com OpenMonday - Friday 8:00 - 5:00

FolioDynamix is leading the evolution of the wealth management experience, with an integrated end-to-end technology solution paired with a suite of advisory services including model portfolios, institutional quality manager research and overlay management. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution.

Headquarters Contact

One Harmon Plaza, 6th Floor, Secaucus, NJ 07094 Phone:(866) 892-5443 Email:marketing@foliodx.com
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