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FolioDynamix

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FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts.

The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger business growth.

Recent Milestones

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• 
  FolioDynamix — Acquired Access Partners LLC (2/5/13)
  Posted 2/6/13 at 11:21am via foliodynamix.com
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  FolioDynamix received $4M in Debt funding. (5/15/12)
  Posted 5/15/12 at 5:32pm via finsmes.com
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  FolioDynamix received $16M in Series B funding. (12/21/10)
  Posted 7/21/09 at 9:41pm via finsmes.com
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  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]
3. FolioDynamix Receives $4M in Debt Financing from Wellington Financial (finsmes.com) [edit]
FolioDynamix.com (foliodynamix.com) [edit]