September 15, 2015 1:48 pm

FolioDynamix Launches New Investor Portal, Enabling Wealth Management Firms to Deliver a Better Client Experience

NEW YORK, NY – September 15, 2015 – FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the addition of a new investor portal. The investor portal enables wealth management firms using the FolioDynamix wealth management platform to provide clients with on-demand, secure-cloud access to critical information related to their accounts, investment strategy and portfolio performance. The new portal is being showcased to attendees this week at the FolioDynamix’ annual client conference in Colorado Springs, Colorado.

With the FolioDynamix investor portal, advisors can improve transparency and actively collaborate with clients on portfolio management and investment allocation decisions, building greater trust and rapport with clients. In addition, the portal gives clients a self-service environment with anytime access to performance reports and portfolio information.

Key capabilities of the FolioDynamix investor portal include:

  • Best-in-class data visualization
  • Intuitive easy-to-use, web-based interface
  • Multi-layer views that enable clients to drill-down into portfolio details
  • Secure client document delivery and storage
  • Enterprise scalability and support
  • Bank-grade security and encryption
  • Ability to customize to reflect each firm’s unique brand

“The FolioDynamix platform is designed to support the full wealth management lifecycle and empower advisors with the tools they need to effectively win and service investment clients,” said Joseph Mrak, chairman and CEO of FolioDynamix. “Our client-centric approach starts with proposal generation and onboarding and closes the loop with robust client reporting and a powerful self-service investor portal. FolioDynamix enables wealth management firms to give advisors access to institutional-quality research and next generation portfolio management technology while also delivering a compelling and unique client experience – all through a single enterprise platform.”

About FolioDynamix

FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA). Visit Follow us on Twitter @foliodx.

Press Contact:
Meghan McCartan
+1 201-605-1926