The right technology solution will enable you to be more productive, free up more quality client advisory time each day, and ultimately attract more wealth.
As someone on the front lines of investment management, you struggle daily with manual processes, paper-based or one-dimensional account and portfolio management systems, lack of a single view of all of your accounts and assets under management, and outdated, cumbersome technology. These frustrations lead to a time and productivity drain and leave you with increasingly less time to focus on client advice, client service and new business development.
Your reputation and performance are at stake – it is time to demand modern, integrated technology, business process automation solutions, and a unified desktop toolset.
The good news is that there is a single solution that will meet the front-, middle- and back-office needs of the home office, while also giving asset managers, portfolio managers, overlay managers, and advisors a powerful and intuitive user interface to manage all of their activities with support throughout the full wealth management lifecycle.
All of your accounts on a single software platform with a unified desktop interface, built-in business process management, support for multiple programs, and the research, investment models and connectivity you need to be successful – now that is a dream come true. Tell your firm to contact FolioDynamix today.
Asset Managers
The FolioDynamix technology platform enables asset managers to be more efficient through a single interface for managing portfolios across multiple programs, easily upload and maintain investment models, benefit from a simplified contracting process and gain increased product visibility through the FDx Connect model exchange hub.
Client Investors
Clients who do business with a firm running FolioDynamix SingleSight benefit from web portal access for household-level reporting, a dedicated online view of their accounts, easy report access and a single, up-to-date view of all of their investments.
Financial Advisors
The FolioDynamix technology platform gives financial advisors a powerful, easy-to-use advisor desktop toolset to more effectively and efficiently manage all of their accounts. Strong, efficient bulk trading tools, a deep roster of third-party products and unified managed account (UMA) models, customizable business activity monitoring and alerts, and household-level proposal generation and reporting are just a few of the features that make the FDx SingleSight platform the ideal choice for financial advisors. Intuitive navigation and the integrated nature of the toolset enables advisors to spend less time on administrative activities and more time with clients.
Operations Managers
Operations managers can benefit from the robust operations and governance functions that are inherent to the FDx SingleSight platform. Integrated reconciliation tools, corporate actions posting tools, transaction break tracking and reporting, and efficient batch processing are just some of the functions designed to help operations managers run an efficient back office and ensure compliance standards are met.
Overlay Managers
Whether centralized or decentralized, FolioDynamix supports the role of the overlay manager with a rich set of tools to enhance efficiency, visibility and performance. Robust multi-level modeling capabilities, access to a deep roster of third-party products to support unified managed account (UMA) and open architecture programs, efficient bulk rebalancing, and integrated security replacement and holds for unique client requests are just some of the features that make FDx SingleSight the ideal technology and services platform for overlay management.
Portfolio Managers
Portfolio managers are often the most active users of the FolioDynamix platform. Intuitive navigation and a powerful, integrated advisor desktop toolset designed for the end user differentiate FDx SingleSight from other solutions. Robust rep-as-portfolio-manager modeling capabilities, composite model reporting, household-level proposal generation and reporting, efficient bulk trade generation and order management, configurable business rules for security replacement and holds, model management and audit history reporting, custom benchmarking, and a deep roster of third-party products to support unified managed account (UMA) and open architecture programs are key features designed to make a day-in-the-life of a portfolio manager much easier. With FDx SingleSight, portfolio managers become much more efficient, achieve greater visibility across their entire book of business, and gain back valuable time to spend generating new business and advising clients.
Program Sponsors
The role of the program sponsor is often one of the most visionary within a firm because they serve as the champion for business transformation. Whether your goals are to develop a new unified managed account (UMA) or unified managed household (UMH) program, achieve greater efficiencies across your business, upgrade your current technology infrastructure, or seek out new and innovative ways to attract the best advisors and clients – FolioDynamix can serve as the backbone for transformation in your wealth management business. FolioDynamix is unique in its modular, software-as-a-service approach – allowing you to address your top priorities with the right mix of integrated technology, research and services at the pace that is right for you.
Learn more about our technology and solutions.
