Register | Login or

General Information

Websitefoliodynamix.com
CategoryEnterprise
Phone 212-799-5890
Email
Employees
DescriptionWealth Servicing Software

Offices

New York, USA
Sacramento, USA

Acquisitions

Funding

Tags

FolioDynamix

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

Videos

Screenshots

FolioDynamix screenshot
Above: FolioDynamix
Uploaded: 7/22/09
FolioDynamix screenshot
Above: FolioDynamix
Uploaded: 2/2/12
FolioDynamix screenshot
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]
Edit This Page
Last Edited 2/2/12

Revision History RSS Picture

Sharing

Share this page on Twitter or Facebook:
Or copy this code to embed a widget: customize ยป

External Links

CrunchBase API

Sponsors



Become a Sponsor
Terms of Service | Privacy Policy | Licensing Policy