The platform has allowed us to expand our investment programs, dramatically increase assets under management and provide industry leading technology to our advisors.— Kovack Advisors
Author Archives: josephmrak
Award-winning innovations in wealth management technology
Last week at the 2012 MMI Conference, the Money Management Institute held an awards dinner to announce the recipients of the 2012 MMI Industry Leadership awards. I was extremely pleased that FolioDynamix was the recipient of two awards — top … Continue reading
Posted in Clients, Company, Leadership
Tagged BPM, FolioDynamix, MMI, Trading, UMA, wealth management innovation, wealth management technology
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The impact of M&A on wealth management operations
The Morgan Stanley-Citigroup merger was announced in 2009, and the companies are still working on integrating their operations and technology infrastructure. A recent article in the Wall Street Journal, titled Rocky Start for Marriage of Brokers, revealed the negative impact … Continue reading
Cetera’s new MF/ETF advisory platform hits $100 million in assets in three months
Congratulations to our client Cetera Financial Group on the rapid growth of its MF/ETF advisory program! Cetera just announced that it new MF/ETF platform hit $100M in asset in just 3 months. The program is running on the Cetera technology … Continue reading
Posted in Clients, Leadership, Technology
Tagged Cetera, ETF program, FolioDynamix, mutual fund program, wealth management technology
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Raymond James Deploys FolioDynamix Software for Investment Proposal Generation
Today we announced that Raymond James is deploying FDx Propose to all of its advisors nationwide as the standard system for client proposal generation and investment policy statement (IPS) management for its managed account business. Raymond James is one of … Continue reading
Rep-as-PM Managed Accounts Don’t Deserve a Bad Rap
There has been a lot of buzz lately on the growth of registered rep-as-portfolio manager managed accounts. FundFire recently published an opinion series debating the pros and cons of rep-as-PM programs. I gladly accepted the opportunity to provide the “pro” … Continue reading
Must Have Wealth Management Technology for 2012
Determined to end your struggles with manual, outdated processes and siloed, legacy technology this year? There are no excuses not to modernize your wealth management technology
Posted in Company, Leadership, Technology
Tagged FDx SingleSight, FolioDynamix, wealth management technology
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FolioDynamix welcomes new CFO
FolioDynamix continues its run of hiring top industry executives as we advance our leadership position in wealth management technology and programs. The latest addition to the FolioDynamix leadership team is Mark Herman. As Chief Financial Officer of FolioDynamix, Mark will … Continue reading
Posted in Company, Leadership
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FolioDynamix forum buzz – wealth management firms and money managers collaborate
Last week, I attended our annual client forum in Chicago. This event is not the typical technology firm client conference – instead we use it as an opportunity to bring a selection of money managers together with senior executives from … Continue reading
Modern technology for today’s wealth management demands
While some people still collect and spin vinyl records for the nostalgia, most have abandoned old record and tape collections in favor of CDs and digital downloads. Likewise, broker dealers, banks and custodians are abandoning legacy technologies in favor of … Continue reading
Posted in Technology
Tagged BPM, FolioDynamix, Order Management, Process Improvement, Trading, UMH, unified managed account, Wealth Management
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Building on our credentials
FolioDynamix is both a technology company and a research and investment analysis firm. Technology is only as good as the content and information that drives it, and so while we strive for innovation in our software, we also continuously seek … Continue reading