At its infancy, the fee-based business (then simply known as "wrap-fee") was dependent upon technology as a crucial enabler of its viability and long-term success. Only technology could address the complexities of various interconnections and workflows necessary for allowing this sector to take off - and take off it did. However, a fundamental problem soon arose and became pronounced over time: while the managed accounts and broader fee-based businesses flourished in growth and sophistication, the technology supporting it floundered. Enter, FolioDynamix.

Scaling your wealth management business requires versatile technology based on a modern architecture. Through our FDx and FDx Advisors value proposition – a total wealth servicing platform and RIA respectively – we are singularly positioned to offer the industry all the capabilities of a bundled and unbundled turnkey asset management program (TAMP), without the associated costs and lack of flexibility.

FolioDynamix provides one platform for all your fee-based business, configured to your needs.