Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors
California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country. PlanMember is a full service retirement and investment management firm focused exclusively on helping for-profit, school district and nonprofit organizations with retirement solutions at both a company and individual employee level. The firm, recognized for this expertise and solid infrastructure, has been growing quickly over the past several years.
With that growth came a need for technology solutions to streamline workflow and create efficiency and scale. After the firm tried several technology solutions that didn’t offer the complete functionality needed, Chief Operating Officer Terry Janeway found himself in the position of looking for a complete solution that would be flexible, quick-to-market, and offer a track record of success. After extensive due diligence the firm chose FolioDynamix.
“Our growth and success is based on a single, focused goal of providing excellence in retirement plan solutions,” says Janeway. “The FolioDynamix solution offered the flexibility to easily adapt to our model so that we could offer powerful, institutional-quality trading and proposal generation tools to our field within a very short implementation period.”
FolioDynamix is a champion of the seamless pairing of technology and investment advice. The PlanMember solution offers financial professionals the ability to leverage powerful trading tools and automate time consuming activities to prioritize more valuable activities like spending time working directly with clients.
“We knew how important making the right choice of technology partner was for PlanMember,” says Joe Mrak, CEO of FolioDynamix. “Working through the due diligence process with them allowed us to ensure we could deliver exactly what they needed, within a tight window.”
Added Lou D’Addario, head of enterprise business development for the firm, “FolioDynamix is in the unique position of being able to customize our end-to-end solution to make sense for a firm like PlanMember, with its retirement focus. Our versatility, coupled with our technology, gave PlanMember the confidence to move forward.”
Headquartered in Carpinteria, California, PlanMember Financial Corporation and its operating subsidiaries—PlanMember Securities Corporation, PlanMember Services Corporation and PSC Insurance Marketing Corporation—have been an industry leader in retirement planning for nearly three decades. PlanMember Securities is a registered Broker/Dealer, Investment Advisor and insurance licensed in all 50 states. With more than 500 registered representatives and a growing number of Financial Centers across the country, PlanMember has $8 billion in assets under management and over 140,000 customer accounts. PlanMember is an approved retirement plan provider in over 3,500 school districts and nonprofit organizations nationwide.
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).
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