| Through our FDx and FDx Advisors value proposition, a wealth servicing platform and RIA respectively, we are singularly positioned to offer all the capabilities of a turnkey asset management program (TAMP) – bundled or unbundled – without the associated costs and flexibility restrictions. By integrating with a client’s back-office, FolioDynamix is able to drive expansion of a firm’s wealth management capabilities. |
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| Services, available in any combination, include: |
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| Custom investment program development |
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| Full investment program management |
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| Overlay management |
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| Asset allocation |
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| Manager selection |
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| Portfolio construction |
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| Rebalancing |
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| Independent manager research and due diligence services |
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| SMA/UMA manager access and contracting services |
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| Advisor services including large case support |
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| Institutional asset gathering and support |
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| FDx Advisors offers comprehensive research services that enable your business to make the best choices for your investment manager offering. We also provide the discretionary investment management solutions that allow your advisors to focus on their client value proposition and grow efficiently. The FolioDynamix and FDx Advisors combination is unique in its ability to deliver an integrated, yet flexible set of services that effectively meets the needs of your client, your advisors and your business. |
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