News & Events


FinTech: Where do we go from here?

August 16, 2016 Published by

Recently, our president Steve Dunlap sat down with FinTekNews to take part in their "Three Questions" series. One of the key areas covered was where we are headed as an industry. As the DOL Fiduciary rule, and other challenges, continue to dominate the discussion in our space, we remain firmly committed to the "fiborg" concept.

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FolioDynamix Launches Knowledge Center

May 13, 2016 Published by

To complement the release of FolioDynamix 8.0, featuring dramatic improvements to our user interface and navigation, we have launched the FolioDynamix Knowledge Center, a library of resources designed to empower advisors and bring more information and efficiency to your business.

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Joel Bruckenstein – Q&A with FolioDynamix

December 17, 2015 Published by

FolioDynamix held a virtual chat with fintech expert Joel Bruckenstein to get his views on how technology is impacting the wealth management industry and an investment advisor’s ability to meet rising client expectations. Here’s what he had to say…

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