Welcome to FolioDynamix, home of business and technological innovation in wealth servicing, and the unbundled turnkey asset management platform! We are the preeminent unified managed accounts experts, providing you with a complete, fully integrated and scalable platform solution across program types and functionality, complemented with services that drive productivity, efficiencies and business generation.

Our clients - encompassing top wealth management businesses at major brokerage firms, registered investment advisors, asset management firms and banks - entrust FolioDynamix with daily oversight of more than 3.8 million accounts.