| From small securities firms to the major wirehouses, with emphasis on mid to large regional broker-dealers and super-regional banks, FolioDynamix is well versed in meeting the demands of sponsor firms for scale and scope of services that streamline distribution, management and account monitoring. |
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| Chief among our value-added benefits to sponsor firms, FolioDynamix: |
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| Focuses on strengthening your ability to gather assets by recruiting and retaining advisors. |
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| Eliminates fragmented technology to run each sponsor program, creating significant operational and management efficiencies. |
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| Enables you to establish a UMA program and, when appropriate, move laterally from a full-service TAMP to an in-house, unbundled solution. |
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| Fragmentation in Managed Accounts Solved by FOLIODYNAMIX |
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| One Seamless Solution |
Significant Cost Savings |
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| Eliminate Multiple Vendors and Solutions with FDx Platform |
Eliminates Cost of Reconciliation Between Systems & Vendors
Eliminates Errors Between Systems
No Expense to Integrate and Maintain Connectivity |
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| Pick and Choose Services & Technology Against Needs |
Allows Leverage of Existing Investments in Staff & Technology |
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| One Platform for All Accounts |
Advisor Training Costs Reduced as They Grow Experience |
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