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Take a quick peek at FolioDynamix 8.0

 

Why Advisors Should Be More ‘Iron Man,’ Less ‘Robo-Advisor,’ an interview with FolioDynamix president Steve Dunlap, was recently published in ThinkAdvisor.com.

To learn more about our fi-borg approach, which helps financial advisors leverage technology to enhance the advisor-client relationship, fill out the form to the left so we can contact you.