Broker Dealers – Attract the best advisors and expand your client base.
Your advisors are demanding better technology, you are facing constant pressure to lower costs and comply with industry regulations, and you are challenged with servicing more demanding clients in an increasingly competitive environment.
FolioDynamix can help you generate greater efficiency and reduce costs across multiple areas of your business, while at the same time dramatically improving your wealth management technology and helping you increase revenue potential. By combining the right mix of hosted software from our FDx SingleSight wealth management platform with integrated research and consulting services, FolioDynamix can help you:
- Streamline multiple fee-based programs on a single platform
- Quickly launch your own unified managed account (UMA) and unified managed household (UMH) programs
- Deploy strong, efficient bulk trading tools and trade order management capabilities
- Gain granular control over user authorities to lower risk and enforce specific business practices
- Deploy effective business process management (BPM) for key processes
- Gain greater visibility across your operations
- Offer your advisors a powerful advisor desktop toolset that is fully-integrated, intuitive and easy to use
Improve your technology and programs infrastructure with a scalable solution that meets your specific needs. FolioDynamix is unique in its modular approach – allowing you to fill specific gaps in your wealth management business now, while still retaining the option to evolve to a full unified wealth management platform over time.
Attract and retain the best advisors, attract and retain more clients, and streamline your front-, middle- and back-office operations – contact FolioDynamix today.
