Get the right industry insight and investment research to deliver better performance.
Technology is only as good as the information that powers it. Access to accurate research and analysis, in-depth manager due diligence reports and an extensive selection of investment products are critical to your ability to select the best investments, develop high-quality programs and ultimately improve portfolio performance.
FolioDynamix delivers this critical information through its FDx Advisors team, both as an integrated supplement to its technology platform and as a standalone service. Key components of the FDx Advisory research offering include:
- Comprehensive, institutional quality research that enables you to offer appropriate investment choices for your clients across multiple program and product sets
- Insight and analysis synthesized from multiple sources and distilled into information accessible via our research portal and fully integrated within the FolioDynamix wealth management technology platform
- One of the largest repositories of pre-screened, model-only unified managed account (UMA) providers in the industry
- A comprehensive and established approach to sourcing and contracting managers that provides a foundation for building your investment program
- A model exchange hub – FDx Connect – that facilitates third-party manager access, direct model sharing and portfolio statistics reporting and provides you with the backbone to easily create your own UMA program
Gain easy access to the investment research, product information and analytical resources necessary to make your programs a success and maximize client performance – contact FolioDynamix today.