February 2, 2015 1:32 pm

TechLeaders Welcomes Back FolioDynamix as a 2015 Sponsor

Dallas, Texas – February 2, 2015 – TechLeaders, the financial services technology conference held annually to put technology solutions front and center before decision makers in the broker/dealer, bank, and insurance space, is pleased to welcome back multi-­year sponsor FolioDynamix.

“This past year was a big one for FolioDynamix—and we’re excited about the pace of our growth and innovation,” says Chief Customer Officer, Aaron Schumm. “TechLeaders gives us a great chance to tell firms what we’re doing, and what we’re cueing up in our wealth management platform to help advisors grow.”

Innovation and encouraging technology adoption for greater efficiencies are the focus of TechLeaders—sponsors are encouraged to bring their new solutions and announce new innovations at the event, in front of an audience of almost 200 technology, marketing, operations, advisory services, and management executives. The conference has grown steadily since inception, and conference producer Peter Montoya is anticipating another great event.

“FolioDynamix is a company that is leading the industry in providing solutions that help advisors be more efficient and spend more time improving the client experience,” says conference producer Peter Montoya. “Our attendees understand that by spending two days with us, they are able to get information about the best technology resources out there—and can make decisions that impact their entire year”.

TechLeaders 2015 is March 23-­‐25 at the Omni Mandalay at Las Colinas in Irving, Texas.

About TechLeaders

TechLeaders, the annual financial services technology conference —unlike any other event—has an agenda dedicated only to presenting the technology solutions that best serve the needs of the financial services community. The conference is designed to give attendees and sponsors exposure to the technology vendors who are solving the problems that Broker/Dealers and their Representatives are facing every day.  TechLeaders is supported by discussion groups, an online news destination ( and direct access to the technology vendors creating new solutions in response to user need. For more information, visit or follow @techleadersconf on Twitter.

About FolioDynamix

FolioDynamix offers the most comprehensive web-­‐based wealth management technology platform for managing the full advisory lifecycle – proposal generation, research, model management, portfolio accounting, trade order management, reporting and performance analytics. The FolioDynamix wealth management platform is truly unified, eliminating silos and empowering advisors with a single platform to manage all customer accounts. FolioDynamix provides registered investment advisors, banks, broker dealers, custodians and wealth service providers with leading-­‐edge technology to attract and retain advisors, accelerate client acquisition and gain visibility across all assets under management. The results are improved efficiency, stronger compliance, enhanced client service and faster growth. FolioDynamix is an Actua company (Nasdaq: ACTA). Follow us on Twitter @foliodx.

Media Contact:
Meghan McCartan