Tag Archives: FDx Advisors
FolioDynamix forum buzz – wealth management firms and money managers collaborate
Last week, I attended our annual client forum in Chicago. This event is not the typical technology firm client conference – instead we use it as an opportunity to bring a selection of money managers together with senior executives from … Continue reading
Building on our credentials
FolioDynamix is both a technology company and a research and investment analysis firm. Technology is only as good as the content and information that drives it, and so while we strive for innovation in our software, we also continuously seek … Continue reading