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.
Click on the above to learn more
November 3rd - 4th, 2009
2009 Mid-Atlantic Capital Conference (MACC) -
FolioDynamix has been accepted as a presenting Featured Company
October 22nd - 23rd, 2009
The Money Management Institute Annual Conference -
Moving toward stability: Managing risk in a changing financial environment
September 30th - October 1st, 2009
FDx Advisors Investment Manger Forum, Intercontinental Hotel - Chicago -
Featuring Manager presentations and UMA/Overlay client peer-to-peer interaction
September 15th, 2009
The Money Management Institute-
 Technology and Operations Conference
- Aaron Schumm Speaking
September 10th, 2009
Capital Markets Consortium-
 UMAs to UMHs: Continuing Evolution of Wealth Management
- Joe Mrak & Aaron Schumm Speaking
March 11-13th, 2009
ABA Wealth Management & Trust Conference
February 2nd-3rd, 2009
Financial Research Associates-
 Managed Accounts Technology & Operations Summit
- Joseph Mrak speaking
January 22nd-23rd, 2009
The Money Management Institute-
 Sales and Marketing Leadership Summit
- Joseph Mrak speaking
January 14th, 2009
Financial Markets World-
Managing Cost and Risk in a Volatile Market
- Aaron Schumm speaking