FDx Complete

FolioComplete Diagram v2-01

According to Cerulli Research, top RIAs spend 60% of time in front of clients. Do you?

FDX Complete is a powerful yet turnkey solution that helps advisors leverage our technology and advisory resource with a quick onboarding process. FDx Complete offers a true end-to-end comprehensive wealth management solution—one of the best in the industry. Rely on:

  • Seamless data transfer across applications to eliminate silos and facilitate integration.
  • Communication between, and among, each step of the process: proposal generation; account opening; model management and trading; rebalancing; and performance reporting.
  • A user interface designed around the way advisors work: a single dashboard with quick-click access to screeners, alerts, and multi-level account information.

FDx Complete automates non-revenue-generating activities and makes you more efficient. Spend less time on operations, and more time with clients.

Call Your Shots. Advisory Options, On Your Terms.

FDx Complete combines award-winning technology with advisory solutions* that allow you to manage your book using the investment solutions and managers that make sense.

You have the flexibility of determining how you want to build portfolios—from prepackaged investments to managed account solutions all the way to our cutting edge Rep-as-PM functionality. And our VisX Gateway solution gives you a resource to help even smaller investors through a managed investments option that meets DOL guidelines…because most large investors started small at some point.

FDx Complete allows you to run your business the way you want to run your business, and we can get you up and fully operational within 30 days. Then, we’ll support you going forward as you grow.

To request a demo, click here.

*Investment advisory and overlay services provided by FDx Advisors, Inc., an SEC Registered Investment Advisor and an affiliate of FolioDynamix. Registration does not imply or assert the SEC or any state authorities have approved or endorsed FDx Advisors or the contents of this disclosure.