Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services
NEW YORK, NY – August 11, 2015 – FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the FolioDynamix wealth management platform. The FolioDynamix platform will provide Ziegler with a single interface and unified processes for proposal generation, research, investment model management, portfolio management and reporting. FolioDynamix will be deployed as a turnkey asset management platform (TAMP), replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business. FDx Advisors, the registered investment advisor affiliate of FolioDynamix, will provide institutional-quality investment research, overlay management and outsourced chief investment officer (OCIO) services, further enhancing the platform.
“We selected FolioDynamix for the comprehensiveness and flexibility of its technology, complemented by the seamless integration of its research and advisory services,” stated Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management. “Deploying a single, unified technology platform across all of our managed accounts will provide us with greater operational efficiency and give our advisors access to next generation portfolio management tools to better service clients. The research and overlay services will enable us to offer our clients an array of investment products and help our advisors build well-rounded portfolios, customized to each client’s unique needs. The FolioDynamix platform will also give us the flexibility we need to expand our rep-directed and rep-as-advisor programs.”
“Firms are realizing that they need a truly unified enterprise platform for the full wealth advisory lifecycle in order to streamline operations, win new clients and empower advisors for innovation and growth,” said Joseph Mrak, Chairman and CEO at FolioDynamix. “We are extremely pleased that Ziegler selected the FolioDynamix wealth management platform and we look forward to helping them grow their business.”
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 platform is truly unified to eliminate silos and empower 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). Visitwww.foliodynamix.com. Follow us on Twitter @foliodx.
Ziegler Wealth Management provides individuals and businesses an array of solutions to help achieve their unique financial goals. Our experienced financial advisors have a responsive, personal approach to understanding our clients’ specific needs. Through traditional brokerage services, professionally managed accounts or financial planning services, our customized solutions encompass full-service financial advice and planning.
The Ziegler Companies, Inc., together with its affiliates (Ziegler), is a privately held investment bank, capital markets, wealth management and alternative investments firm. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion, and education, as well as general municipal and structured finance. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading, wealth management and research.