Streamline trade order management and rebalancing across all accounts and multiple custodians.
Business growth and client acquisition are always top priorities. But as the number of client accounts, investment programs and assets under management increase, so does the complexity of monitoring and managing portfolio assets for optimal performance. It is time to modernize your technology.
FDx Manage from FolioDynamix is the next generation of technology for rebalancing, trade order management and custodial connectivity – delivering capabilities, visibility and insight that are unmatched in the industry.
Key features of FDx Manage include:
- Multi-faceted trading tools with centralized or distributed control
- Streamlined trade order management, release and execution processes
- Support for multiple destination trades across different custodians
- Overlay management and unified managed account (UMA)-specific multi-account tools, including security tagging and cash allocation
- Both discretionary and non-discretionary trading within the same block
- Advanced filtering with multi-factor capabilities
- Asset class, portfolio segment and security level rebalancing
- Intuitive, active monitoring interface for portfolio managers, overlay managers and financial advisors
Learn more and explore screenshots of the FDx Manage trading and rebalancing interface.
Get the technology you need to effectively monitor and manage your account portfolios and empower your team to deliver better results while gaining a competitive edge in the market – contact us today.
