News

October 3, 2016 12:58 pm

FolioDynamix Named Best Digital Solution

Annual WealthManagement.com Industry Awards Recognize Leaders in the Wealth Management Space

FolioDynamix, a leading provider of wealth management technology and advisory services, was recognized as the best digital solution at WealthManagement.com’s annual awards gala event held in New York. The company was also a finalist in a second category, Best Provider: Portfolio Management, Accounting, and Performance Reports. FolioDynamix won for integrating robo functionality into a single platform with access to a range of managed account options, including Rep as PM.

“We continue to focus on innovation and development to stay on the cutting edge of the industry,” said Joe Mrak, CEO of the firm. “Our solution offers options for advisors toimg_2959 help investors of any size—with access to institutional-grade trading and rebalancing functionality and a suite of well-researched managed account options. Packaging it into an integrated robo offering helps firms offer one more option to their advisors and investors.”

FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform for managing the full wealth management lifecycle across all account types, including unified managed account (UMA) and unified managed household (UMH) programs. The firm just announced a partnership with Scivantage to offer “Digital Managed Accounts,” one more spoke in a wheel of options for current and prospective clients. The firm has coined the term “Fiborg Constellation” to describe the proprietary and partnership technology offerings that are integrated into the platform and available to clients.

“‘Fiborg’ describes an approach that fuses the best aspects of technology and human expertise to help advisors succeed in today’s environment—if ‘cyborgs’, are technology-enhanced human beings, ‘fiborgs’ are those financial advisors who leverage technology automation to work smarter and better,” says Steve Dunlap, president and COO of FolioDynamix. “Our mission is to deliver a suite of best-in-class technology partners, integrated tightly with our powerful proprietary platform, to allow advisors to succeed.”

The WealthManagement.com Industry Awards recognize the companies and organizations that support financial advisor success. By recognizing outstanding achievement in the industry, the WealthManagement.com Industry awards inspire innovation and leadership among industry participants, creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.

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 www.foliodynamix.com. Follow us on Twitter @foliodx.

Press Contact:
Meghan McCartan
+1 201-605-1926
meghan.mccartan@foliodx.com