Insurance Firms – Grow your wealth management business and become more competitive.
As you strive to increase revenues from your wealth management business, you are also faced with navigating increasingly complex regulations and compliance mandates and the ongoing pressure to lower costs. And competition from broker dealers, independents and self-service sites is only getting more intense.
FolioDynamix can help you generate greater efficiency, reduce costs and increase transparency across multiple areas of your wealth management business, while also helping you increase revenue potential through expanded program offerings. 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:
- Get to market quickly with your own unified managed account (UMA) program
- Selectively choose technology modules to support various stages of the wealth management lifecycle – or deploy a complete platform
- Deploy standard investment models across all of your advisors for consistency in proposal generation, investment allocations and portfolio management
- Gain granular control over user authorities to lower risk and enforce specific business practices
- Gain access to a comprehensive selection of third-party products and research to support open architecture programs
- Deploy an intuitive, easy-to-use advisor desktop
Increase transparency, lower costs and grow your wealth management business while deploying leading-edge, modern technology to help you gain a competitive edge. Contact FolioDynamix today.