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52 Vanderbilt Avenue 18th Floor
NYC
NY
US

Telephone

2127995890

Contact

Chris Ollendike
[email protected]
PlanMember Services Chooses FolioDynamix for Technology, Trading Support
Banking

PlanMember Services Chooses FolioDynamix for Technology, Trading Support

5y | FolioDynamix

PlanMember Services Chooses FolioDynamix for Techn...

Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors  California-based Pl...

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FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
Insurance

FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution

5y | FolioDynamix

FolioDynamix Announces Collaborative Partnership w...

MoneyGuidePro becomes a key best-of-breed partner in the FolioDynamix “Fiborg Constellation”  FolioDynamix, a leading provider of wea...

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Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors
Insurance

Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors

5y | FolioDynamix

Blucora and FolioDynamix Partner to Offer Account ...

Industry-leading managed accounts platform to provide digital experience for advisors  Blucora, Inc. (NASDAQ: BCOR), a leading provider of techno...

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FolioDynamix Focuses On Evolving Product Strategy Ahead of DOL Fiduciary Rule Deadlines
Insurance

FolioDynamix Focuses On Evolving Product Strategy Ahead of DOL Fiduciary Rule Deadlines

5y | FolioDynamix

FolioDynamix Focuses On Evolving Product Strategy ...

Recent hire of product strategy expert Dan Ciavarella shows continued commitment to product development and market leadership FolioDynamix, a leading ...

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FolioDynamix Named Best Digital Solution
Banking

FolioDynamix Named Best Digital Solution

5y | FolioDynamix

FolioDynamix Named Best Digital Solution

Annual WealthManagement.com Industry Awards Recognize Leaders in the Wealth Management Space  FolioDynamix, a leading provider of wealth manageme...

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FolioDynamix Increases Sales Presence in Key Markets
Asset management

FolioDynamix Increases Sales Presence in Key Markets

5y | FolioDynamix

FolioDynamix Increases Sales Presence in Key Marke...

A focus on new markets and initiatives drives targeted hires  FolioDynamix, a leading provider of wealth management technology and advisory servi...

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Wealth Management Platform Provider FolioDynamix Acquires GlobalBridge, Advances Leadership in Bank Channel
Banking

Wealth Management Platform Provider FolioDynamix Acquires GlobalBridge, Advances Leadership in Bank Channel

7y | FolioDynamix

Wealth Management Platform Provider FolioDynamix A...

Acquisition Expands FolioDynamix Market Share and Solidifies Leadership of Bank Trust Business FolioDynamix, a leading provider of web-based wealth ma...

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Securities Service Network Selects FolioDynamix Wealth Management Technology Platform & Advisory Services for Rep-Directed Investment Programs
Trading & brokering

Securities Service Network Selects FolioDynamix Wealth Management Technology Platform & Advisory Services for Rep-Directed Investment Programs

7y | FolioDynamix

Securities Service Network Selects FolioDynamix We...

Leading independent broker dealer to rollout FolioDynamix full wealth lifecycle technology supported by overlay management and turnkey advisory servic...

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FolioDynamix Releases Turnkey Solutions for Registered Investment Advisors

FolioDynamix Releases Turnkey Solutions for Registered Investment Advisors

9y | FolioDynamix

FolioDynamix Releases Turnkey Solutions for Regist...

Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management ...

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