What’s new at FolioDynamix?
FolioDynamix is a leader in wealth management technology. Explore our press release archives for news on product innovations, new program offerings, company growth and client success.
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April 30, 2013
FolioDynamix Receives MMI Advisory Solutions Service Provider of the Year Award View Details
April 23, 2013
FolioDynamix Releases Wealth Management Platform ROI Survey Results View Details
April 17, 2013
FolioDynamix integrates PriceMetrix solutions into its SingleSight wealth management platform, allowing Advisors to make informed pricing decisions View Details
March 26, 2013
FolioDynamix Chief Investment Officer to Lead Open Architecture Discussion at Bank & Trust Summit View Details
February 5, 2013
Wealth Management Platform Provider FolioDynamix Strengthens Bank Trust Business with Acquisition of Access Partners View Details
January 29, 2013
Wealth Management Platform Provider FolioDynamix Appoints New Chief Operating Officer to Support Growth and Scalability View Details
January 15, 2013
LPL Financial Signs on with FolioDynamix for Rebalancing Technology View Details
January 8, 2013
Cambridge Investment Research, Inc. Selects FolioDynamix Wealth Management Technology Platform for Fee-Based Advisory Programs View Details