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FolioDynamix Increases Sales Presence in Key Markets

A focus on new markets and initiatives drives targeted hires 

FolioDynamix, a leading provider of wealth management technology and advisory services, expanded its national sales team with the hires of Chicago-based Sean Mullen and Dallas-based Jerome Hill.

Mullen, who was most recently with Envestnet, is focused on expanding the firm's footprint with enterprise-type broker-dealer clients, at the national level. “I’ve seen a lot of different technology offerings throughout my tenure in the industry and I believe that Folio is hands down amongst the best for advisors,” says Mullen.  “I think that there’s a tremendous opportunity in the marketplace as firms choose technology partners that integrate well and who will support them through the long-term. FolioDynamix has a great story, and I’m excited to be able to tell it.”

Hill, who has a background in financial services and institutional sales, is focused on the firm’s FDx Complete offering, a turnkey end-to-end wealth management and advisory solution ideal for RIA firms. FDx Complete allows a firm to onboard in less than 30 days with a technology platform that offers account opening, trading, rebalancing, reporting, and more—as well as the ability to leverage advisory options with various levels of control (including Rep as PM). FDx Complete offers an easy way for many firms to transition some of their traditionally commission-based business to a cost-effective fee-based model.

FolioDynamix recently went live with version 8.0, which is focused on an enhanced, efficient user experience and has already yielded positive reactions from both clients and industry consultants who have tested the product. FolioDynamix also continues to innovate and develop products that help firms meet the DOL Fiduciary Rule guidelines, including its small-balance managed account program, VisX Gateway and adding short-tracking developments to the platform to enable a more complete audit trail and facilitate compliance with BICE guidelines.  

“I’m very excited to have both Sean and Jerome on board,” says Lou D’Addario, national director of sales at FolioDynamix. “They join a team that’s continuing to grow. We brought Doug Wallace, in Denver, and Nick Corsanico, who’s based outside Philadelphia, on board just a few months ago and this continued focus on getting the right talent, in the right places, will be a big advantage as we work closely with clients to get them a solution that’s right for their particular needs.”  

FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq:ACTA).

Source: GlobeNewswire