Realize greater efficiency and value through online, multi-dimensional investment model management.
Your investment and asset allocation models are a competitive differentiator for you and can represent significant intellectual capital for your firm. Yet, investment model management also represents a significant administrative challenge as you struggle with manual processes and outdated, one-dimensional technology solutions for managing them.
FolioDynamix helps you streamline the creation, management and application of your investment models. The FDx Model investment modeling software module of our unified wealth management platform eliminates manual and paper-based processes, standardizes field-level portfolio model creation and empowers portfolio managers with multi-dimensional views and account-level management tools.
Key features of FDx Model include:
- Four levels of modeling and support for complex, nested models
- Online model creation, change management and maintenance
- Online association of investment models to specific accounts and multi-factor filtering capabilities to streamline bulk rebalancing
- Access to institutional research to support investment model development
- Robust portfolio manager tools and business rule support for portfolio-level management, including position holds and client-directed restrictions
- Security and style-level drift tolerance assignment
- History and audit change reporting on all modeling levels
Explore more detail on the key capabilities needed for effective investment model management.
Whether your models are home-office built or you offer a rep-as-PM program, purge inefficiencies and empower your team to fully leverage the application of cutting-edge investment and asset allocation modeling tools to deliver better client results – contact us today.