FolioDynamix provides modern technology, research and services to support the complete wealth management lifecycle.

FolioDynamix offers wealth service providers and investment advisors the most comprehensive web-based technology platform for managing the full wealth management lifecycle across all account types, including unified managed account (UMA) and unified managed household (UMH) programs.

FolioDynamix offers a modern, open architecture option to legacy technologies, providing firms with a complete solution developed, hosted and supported by one vendor – eliminating silos, empowering advisors with a single platform to manage all accounts.  FolioDynamix provides broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into all assets under management (AUM). The results are greater efficiency, improved compliance and enhanced client service.

FolioDynamix is unique in its modular, software-as-a-service (SaaS) approach – allowing its clients to address their top priorities with the right mix of integrated technology, research and services at the pace that is right for them.

Technology is complemented with institutional-quality research, content and consulting expertise delivered by FDx Advisors, the registered investment advisor (RIA) arm of FolioDynamix, providing clients with due diligence and discretionary investment solutions that can be fully integrated with the FolioDynamix unified wealth management and advisor desktop platform.