NEW YORK, NY – February 8, 2012 – FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Raymond James has deployed the proposal generation module of its comprehensive wealth management software platform. Raymond James is deploying FDx Propose to all of its advisors nationwide as the standard system for client proposal generation for managed business.
FolioDynamix was formed to offer broker dealers, banks, service providers and advisors an alternative to pieced-together legacy technology and information gaps. The result is a modern, web-based solution that allows clients to choose the capabilities that are critical to them, configure the solution to their unique needs and gain access to a complete software suite for managing the full wealth management lifecycle – all on a single platform.
“Raymond James is one of the largest wealth management service providers and registered investment advisory firms in the United States, and we are extremely pleased to have gained them as a client,” said Joe Mrak, president and CEO of FolioDynamix. “We pride ourselves on customer service and technology innovation, with the goal of giving our clients the modern solutions they need to be successful and gain a competitive edge in the wealth management industry.”
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Raymond James Selects FolioDynamix Wealth Management Platform for Proposal Generation (pdf) 97.3 kB