FolioDynamix is a leading provider of investment management programs and wealth management platform solutions to financial services organizations. FolioDynamix focuses on the development of fee-based programs through trusted advisor networks in the banking and brokerage industry.
Specialties
Wealth Management Fee-based Solutions and Advisor Technology, Advisor Solutions, Unified Managed Accounts, Portfolio Accounting, Model Based Rebalancing, Asset Management Program, Brokerage Solutions, Bank Solutions
