Expand your investment programs and gain insight on ways to improve the performance of your wealth management business.

FDx Advisors, the registered investment advisor arm of FolioDynamix, 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. FDx Advisors excels in delivering sophisticated investment programs with a simplicity that frees you to focus on the quality of the client solution and the growth of your business.

Research and consulting services of FDx Advisors can be integrated with the right mix of hosted software from our FDx SingleSight wealth management platform to help improve your wealth management technology, fill the gaps in your existing programs and become more competitive in the marketplace.