April 2, 2014 6:38 pm

FolioDynamix Receives 2014 MMI Advisory Solutions Technology Innovation of the Year Award

Wealth management technology and advisory services firm recognized for innovation and contribution to industry growth

NEW YORK, NY – April 2, 2014 – FolioDynamix, a leading provider of web-based wealth management technology, content and advisory services for managing the full investment and wealth advisory lifecycle, today announced it has been recognized as an industry leader by the Money Management Institute (MMI) for the third year in a row. This year, FolioDynamix received the 2014 MMI Advisory Solutions Technology Innovation of the Year award. The annual award is bestowed upon the wealth management and advisory solutions firm that exhibited the greatest gain in efficiency or growth as a result of technology innovation.

FolioDynamix offers a truly-unified enterprise wealth management technology platform that supports the entire fee-based advisory lifecycle – propose, model, trade, report and govern – across all account types. FolioDynamix received the Advisory Solutions Technology Innovation of the Year Award for its release of FDx SingleSight Version 7.0. The Version 7.0 release included a series of new enhancements designed to revolutionize advisor efficiency and give wealth management firms greater alignment and insight across business channels.

Because the technology platform is uniquely architected by FolioDynamix to be truly unified, even in multi-channel, multi-custodial environments, wealth management firms gain unprecedented visibility and a seamless end-to-end advisory experience. As a result, firms can accelerate business growth and realize greater operational efficiency, more active compliance, increased advisor productivity and improved client service.

“We are honored that the members of the Money Management Institute selected the latest release of the FolioDynamix platform as the Advisory Solutions Technology Innovation of the Year,” said Joseph Mrak, chairman and CEO of FolioDynamix. “This independent industry validation, combined with the fact that our clients using the technology are also winning awards for the leadership and results they are demonstrating in the wealth management industry, validates that our investments in innovation, modern technology and advisory process automation are delivering results and making a difference in the market. We look forward to continuing our strategy of delivering the most comprehensive, truly unified end-to-end solution on the market and being the go-to wealth management platform that supports the industry in its next wave of growth.”