FolioDynamix is a wealth servicing business solutions provider. We are as well, at the heart of our technology core, a software developer; systems architect; business process integrator; and application service provider. Our proprietary, fully modular plug-and-play architecture, which works independently across all platforms and networks, offers the most scalable, robust and extensible applications available in the wealth servicing industry.
Central to our technology is a highly consultative relationship between FolioDynamix and you, where we bring collaboration and customization to your wealth business, touching on initial design through to implementation. The FDx platform has intuitive workflows that allow you to operate in a distributed or non-distributed home office arrangement.
FDx TURNKEY PROGRAM SOLUTIONS
FDx MFW (Mutual Fund Wrap)
Turnkey Mutual Fund Wrap Allocations
Fund & ETF Selection
Automated & Ad-hoc Rebalancing
Full Product Lifecycle Support
Full Advisor Desktop Support
 
FDx UMA (Unified Managed Account)
All Asset Classes in One Account
Fixed or Flexible Asset Allocations
Active, Passive & Hybrid Manager Support
Ability to Handle Alternatives
Roll Several Legacy Programs into One
Manager Selection & Contracting
Overlay Management Services
Full Advisor Desktop Support