News

September 15, 2015 4:20 pm

New investor portal fosters collaboration between financial advisors and clients

In June, the Wall Street Journal reported that people trust Uber drivers more than they trust their financial advisors and stockbrokers. This revelation came out of a survey conducted by Personal Capital Corp, which also revealed that people trust lawyers more than financial advisors.  These results are more than a little concerning given that people are often putting their life savings into the hands of a financial advisor, so trust in that relationship is critical.

But there are actions wealth management firms can take to improve those results. Today, FolioDynamix announced the launch of its newly enhanced investor portal.  The investor portal is designed from the ground up to enable advisors to actively collaborate with clients on portfolio management and investment allocation decisions – and hopefully improve client trust.  In addition to improving transparency into investment decisions, the secure, cloud-based 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 visualizationFolioDynamix-Investor-Portal
  • 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 investor portal will help advisors improve transparency and actively collaborate with clients on portfolio management and investment allocation decisions, building greater trust and rapport with clients.

At FolioDynamix, we continue to focus on providing next-generationwealth management technology to help firms improve advisor efficiency and productivity and to give advisors the tools they need to grow assets under management. Trust is critical to client retention and growth, as I outlined in a recent blog post on building client trust in the wealth management industry, and the new FolioDynamix investor portal is just our latest innovation designed to improve the advisor-client relationship.