RIAs – Leverage integrated technology across all programs while still retaining your unique value.

As a large registered investment advisory firm with over $500M in assets under management, you pride yourself on the unique value that you deliver to your clients. But that value is at risk if your financial advisors are struggling under the administrative burden of paper-based processes, siloed and legacy technologies and increasing program complexity – all at the expense of new business development and client service.

With FolioDynamix, you can leverage integrated technology across all of your programs and quickly gain efficiency, flexibility and performance insight across your wealth management business without compromising your competitive differentiation. 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:

  • Gain robust investment modeling capabilities and empower portfolio managers to improve client service
  • Expand program offerings, including rapid deployment of unified management account (UMA) programs and unified management household (UMH) reporting
  • Deliver streamlined process management across multiple custodians
  • Gain access to a deep roster of third party products, research and money managers
  • Close business faster and at a lower cost with comprehensive, personalized proposal generation tools
  • Deploy an intuitive, easy-to-use advisor desktop toolset

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.

We can help you offer more competitive program offerings, upgrade to a modern technology infrastructure, empower your advisors to be more productive, and benefit from happier clients – all while streamlining your front-, middle- and back-office operations, lowering overall costs and increasing your revenue potential. Contact FolioDynamix today.

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