FolioDynamix foliodynamix.com

FolioDynamix offers a complete enterprise wealth management technology platform on which wealth management firms can support the entire fee-based advisory lifecycle - from proposal generation to trading and rebalancing to performance reporting and governance - across all accounts. As a result, firms can accelerate business growth and realize greater operational efficiency, more active compliance, increased advisor productivity, and improved client service.

FolioDynamix offers a complete enterprise wealth management technology platform on which wealth management firms can support the entire fee-based advisory lifecycle - from proposal generation to trading and rebalancing to performance reporting and go...Show all

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Phone: 212-799-5890

Fax:

One Harmon Plaza
6th Floor
Secaucus, 7094
New Jersey, United States

FolioDynamix - Investments & Acquisitions

Show Real Data FolioDynamix Investments
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Date Company Round Amount Co-investors
2016-11-03Summit Advisor SolutionsAcquired
2014-04-01GlobalBridgeAcquired
2013-02-07Access PartnersAcquired
See all 3 investments