May 10, 2016 2:13 pm

FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News

FTF News 2016 Technology Innovation Awards Recognizes Wealth Management Technology

NEW YORK – May 10, 2016 – FolioDynamix, a leading provider of wealth management technology and advisory services, announces that its platform was recognized by Financial Technology Forum’s FTF News Technology Innovation Awards in the Best Cutting-Edge Solution category. This award recognizes the solutions provider that is committed to developing innovative financial technology solutions for middle- and back-office operations. Groundbreaking, standalone offerings and cutting-edge combinations of new and established technologies were considered for this award.


FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News

“This award is a testament to the team’s dedication to transforming the wealth management industry with a truly unified platform that enables the entire wealth management lifecycle,” said Joe Mrak, CEO of FolioDynamix. “We’re honored to be recognized by FTF for being an innovator in this transformation. This is especially timely as we launch FolioDynamix 8.0, which illustrates our ability to stay on the cutting edge with a completely revamped interface, designed around improving the user experience and empowering advisors.”

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.

“One of our advantages as a flexible and entrepreneurial firm is our ability to quickly adapt to market demands and look ahead to anticipate client needs,” says Steve Dunlap, president and COO of FolioDynamix. “An example: the solutions we are building to help firms and advisors succeed under the new fiduciary rule, which synch advisory options with technology. Only by staying on the cutting edge can we all continue to evolve.”

The FTF News Awards celebrate and recognize the professionals, financial technology vendors, service providers, industry bodies and regulators that have made significant strides and noteworthy achievements in operational excellence during 2015.

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