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FolioDynamix

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FolioDynamix offers wealth service providers and investment advisors a comprehensive web-based technology platform for managing the full wealth management lifecycle across all account types, including unified managed account (UMA) and unified managed household (UMH) programs.

Milestones

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• 
  FolioDynamix received $16M in Series B funding. (12/21/10)
  Posted 7/21/09 at 9:41pm via finsmes.com
• 
  FolioDynamix acquired SunGard Advisory Technologies. (8/11/08)
  Posted 8/11/09 at 9:26am via foliodynamix.com

Videos

Screenshots

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Above: FolioDynamix
Uploaded: 7/22/09

Above: FolioDynamix
Uploaded: 2/2/12

Above: FolioDynamix
Uploaded: 2/2/12

Sources

1. FolioDynamix, Innovator of Cross Asset and Multi-Currency Managed Accounts Platform, Acquires SunGard Advisory Technologies Inc. (foliodynamix.com) [edit]
2. FolioDynamix Receives $16M Investment (finsmes.com) [edit]