Category: Digital Advisors (Robo)
Initiative: FolioDynamix/VisX Solutions
FolioDynamix is working closely with several popular “robo” options to offer the only solution with a truly integrated robo option to meet the needs of advisors who are looking for both sophisticated and entry level solutions. Clients choose from several popular providers—putting their own “skin” on the entry-point solution—and then work through our multi-custodial, multi-program platform. This structure provides an integrated option for firms or advisors to give clients an easy entry point, with efficient account opening and funding. Firms then have the capability of viewing all client accounts through the secure, cloud-based FolioDynamix wealth management solution and can take advantage of rebalancing, portfolio accounting, and trading capability through a single solution with an easy advisor dashboard. FolioDynamix also offers the option of a turnkey wealth management solution, our VisX suite of options—with varying account solutions allowing the advisor to choose the level of account management that suits them and their client's needs best.
About the Company
FolioDynamix offers the most comprehensive web-based wealth management technology platform for managing the full advisory lifecycle – proposal generation, research, model management, portfolio accounting, trade order management, reporting, and performance analytics.
Unlike other wealth management platforms, the platform is truly unified portfolio management solution designed to eliminate silos and empower advisors with a single platform to manage all customer accounts. FolioDynamix provides registered investment advisors, banks, broker dealers, custodians and other wealth service providers with leading-edge technology to attract and retain advisors, accelerate client acquisition and gain visibility across all assets under management. The results are improved efficiency, stronger compliance, enhanced client service and faster growth. The FolioDynamix wealth management technology platform is available as a TAMP offering or a fully customizable, enterprise software-as-a-service deployment.
For more information, please visit www.foliodynamix.com