Leveraging Our Expertise

A one-size-fits-all approach suits no one in today’s market.


What is FDx Complete?

FDx Complete allows you to take advantage of unique offering: an end-to-end wealth management platform, paired with a suite of carefully curated advisory solutions. This turnkey model can be rolled out and fully functional as quickly as 30 days, start-to-finish.

What is FDx Choice?

Our solution is modular; if there are components that don’t make sense for your model, we don’t force them upon you.

We’ll work with you to design and configure a solution that makes sense for your business and your goals – integrated with legacy systems and third party partners to create a successful technology roadmap.

How We Engage:

The core of our business is a seamless end-to-end wealth management experience, built on the industry’s best technology.

The focus of our business is our consultative service model. We collaborate with every client as a partner – to plan, to innovate, to work towards a common goal of growth.

Our clients:

We work with leading RIA firms, broker-dealers, bank trusts, and custodians with subject matter experts and dedicated specialists to design a solution appropriate to need.

For more information on our solutions, download our capabilities brochure:

Leading the Evolution of the Wealth Management Business
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