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| FolioDynamix offers institutional asset managers the functionality and technological resources to focus more on wealth building for clients and less on the nuts and bolts of operational workflows, interfaces and administrative detail. |
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| Chief among our value-added benefits to managers, FolioDynamix: |
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| Eliminates the need for shadow reconciliation of sponsor programs. With FolioDynamix, reconciliation occurs once at the sponsor level, and automatically adjusts related breaks. |
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| Allows you to manage all your accounts and models, across every sponsor program, simultaneously. |
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| Provides multi-currency, tax-lot cost-accounting that enables you to manage complex instruments. |
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| FDx PLATFORM ELEMENTS |
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