Grow your business and gain a competitive edge.

Regardless of your role in the wealth management ecosystem, FolioDynamix can provide the modern technology and program backbone to fill the gaps in your wealth management business. Our proven, scalable solutions help you achieve lower costs, instill better governance, realize greater productivity, and accelerate client acquisition – while still giving you the flexibility to retain your own unique value proposition.

Read our case studies to learn more about how FolioDynamix clients are enhancing their businesses and establishing a foundation for future success. 

Bank

Learn how a national bank selected FolioDynamix to help the firm transition from a closed, proprietary investment structure to a customized, open architecture program, using our flexible technology to align with and enhance its existing infrastructure while staying true to the firm’s value proposition. Read the full case study.

Broker Dealer

Find out how a national broker dealer partnered with FolioDynamix to consolidate its multiple fee-based programs into a single platform, lowered its operating expenses, and “in-sourced” the overlay management function on its portfolios. Read the full case study.

Custodial Platform

Learn how a large custodial platform provider was able to strengthen its advisory offering by transforming and enhancing its rebalancing, trading and model management capabilities through the FolioDynamix platform. Read the full case study.

Registered Investment Advisor

Discover how a registered investment advisory (RIA) firm partnered with FolioDynamix to launch a fully-integrated advisor desktop, lowered overall platform expenses and outsourced the investment decision-making process to FDx Advisors. Read the full case study.