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: mikebiondo
Investment performance reporting and analysis – are you competitive with other firms?
The Report & Perform phase of the wealth management lifecycle is critical to your ability to survive as a wealth management service provider. Offering robust investment performance reporting is necessary on many fronts – advisor visibility, home office governance and … Continue reading
Wealth management: how to better monitor, manage and rebalance across all of your accounts as AUM grow
The Monitor & Manage phase of the wealth and investment management lifecycle is often one of the most difficult for wealth service providers. In building the best wealth management platform, the creation and establishment of asset allocation and investment models … Continue reading
Posted in Technology, Wealth Management Best Practices
Tagged FDx Manage, Order Management, rebalancing, Trading, UMA, UMH, Wealth Management
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5 capabilities for better investment model management
In this blog post, we explore how investment model management technology can support the Model phase of the wealth management lifecycle. Proprietary investment models can serve as the foundation of a wealth business value proposition. Whether these models are developed … Continue reading
Effective proposal generation – Part II: The Technology
In today’s competitive environment, winning new client business and retaining client trust are critical – and that starts with proposal generation that meets a client’s unique needs and differentiates you from other firms. FolioDynamix designed FDx Propose with your key … Continue reading
Posted in Market Trends, Technology
Tagged FDx Propose, FolioDynamix, proposal generation, Wealth Management
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Effective proposal generation – Part I: The Methodology
This is part of a FolioDynamix blog series on “Getting to Know the FDx SingleSight Platform,” which is designed to introduce you to new tools and best practices for growing your wealth management business. As a wealth management firm, the … Continue reading