| Through our FDx and FDx Advisors value proposition, a wealth servicing platform and RIA respectively, we are singularly positioned to offer all the capabilities of a turnkey asset management program (TAMP) - bundled or unbundled - without the associated costs and flexibility restrictions. By integrating with a client’s back-office, FolioDynamix is able to drive expansion of your wealth management business. |
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| Chief among our value-added benefits to advisors, FolioDynamix: |
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| Enables you to manage all your discretionary and non-discretionary accounts on one platform. |
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| Provides you the capability to manage clients at a household level, facilitating your ability to more effectively help them reach their goals and capture a larger share of each client’s business. |
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| Offers you the ability to configure the program, making it conducive to your business and client value proposition. To illustrate: |
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| For advisors with manager selection as part of their core value proposition: FolioDynamix offers sophisticated yet easy-to-use tools and institutional quality manager research to assist you in selecting the most appropriate managers and funds for each client. |
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| For advisors focusing on client counseling and strategic asset allocation: FolioDynamix provides manager selection, portfolio construction and rebalancing services that keep a portfolio aligned with your target strategic allocation for each client. |
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