Transform and differentiate your business with modern wealth management technology that is seamless, integrated and flexible.

You are being challenged to deliver superior performance to your clients, grow the business and lower costs – all while achieving and maintaining compliance with new and changing regulations. Modern wealth management technology combined with a comprehensive set of research and analytics are necessary to be successful and competitive in the new era of wealth management.

FolioDynamix is designed to be the backbone of your wealth management and advisory infrastructure – providing a cohesive software-as-a-service (SaaS) technology platform that allows you to fill the gaps in your wealth management business. With FolioDynamix, you no longer need to struggle with outdated legacy systems that raise operational costs, closed propriety platforms that limit flexibility, or siloed applications that negatively impact productivity and limit transparency and visibility.

Regardless of what piece or pieces of the wealth management lifecycle you need – from one modular function to the full platform – FolioDynamix gives you an open, scalable wealth management software solution with the flexibility and agility necessary to meet the growing demands of your business, while preserving your unique value proposition.

Key features of the FDx SingleSight wealth management technology platform include:

• Support for all account and program types – unified managed accounts (UMA), unified managed households (UMH), separately managed accounts (SMA), mutual fund wrap accounts (MFW), rep-as-portfolio manager accounts, rep-as-advisor accounts, retail accounts both discretionary and non-discretionary – all on one platform through each stage of the wealth management lifecycle
• Functional depth across the full wealth management lifecycle – research, proposal generation, client onboarding, model creation and management, trading and rebalancing, performance reporting, operations management and governance
• An integrated portfolio accounting engine that inherently provides more detailed performance analysis and management than other options
• Built-in business process management of key workflows for greater efficiency, control and transparency
• An integrated, web-based advisor desktop for true unified account monitoring and management

One view, one platform, one vendor – open architecture and cloud-based solution modules that are configurable to your unique environment and your unique business practices.

Close the gaps in your wealth management technology and programs infrastructure – contact FolioDynamix today.