With FolioDynamix, all fee-based accounts - discretionary and non-discretionary businesses - reside on a single, highly scalable and fully hosted platform. Open architecture technologies ensure the utmost in service standards, allowing you to focus on core asset management and distribution competencies.
FolioDynamix is a wealth servicing business solutions provider. We are as well, at the heart of our technology core, a software developer; systems architect; business process integrator; and application service provider. Our proprietary, fully modular plug-and-play architecture, which works independently across all platforms and networks, offers the most scalable, robust and extensible applications available in the wealth servicing industry. The FDx platform has intuitive workflows that allow you to operate in a distributed or non-distributed home office arrangement.
Key platform modules include:
  • Proposal and Investor Policy Statement (IPS) generation
  • New account opening
  • UMH/UMA capabilities
  • Rebalancing/trading
  • Performance calculations
  • Client reporting
  • Proprietary tax-lot, cost-accounting
  • Corporate actions processing
  • Fee billing
  • Compliance and audit tools
    • Central to our technology is a highly consultative relationship between FolioDynamix and you, where we bring collaboration and customization to your wealth business, touching on initial design through to implementation.
    FolioDynamix provides 24x7 support for its technology platform.
    FDx PLATFORM ELEMENTS