FolioDynamix is a wealth servicing business solutions provider. We are as well, at the heart of our technology core, a software developer; systems architect; business process integrator; and application service provider. Our proprietary, fully modular plug-and-play architecture, which works independently across all platforms and networks, offers the most scalable, robust and extensible applications available in the wealth servicing industry.
Central to our technology is a highly consultative relationship between FolioDynamix and you, where we bring collaboration and customization to your needs, touching on initial design through to implementation.
Key platform modules include:
  • Automatic new account notification
  • Model maintenance and uploading capabilities
  • Automatic rebalancing to model targets
  • Trade order management and routing
  • Composite reporting
  • Equity, fixed income, ETF and options trading
  • Multi-currency, tax-lot accounting
  • Fee billing
    		•