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

New York - 26 February 2014

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

FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Securities Service Network (SSN), a leading independent broker dealer, has selected the FolioDynamix wealth management technology platform for its rep-directed investment programs. In addition, SSN will offer full-service overlay management and advisory research managed by FDx Advisors, the registered investment advisor subsidiary of FolioDynamix. SSN will roll out the FolioDynamix platform to its network of independent financial advisors nationwide.

“We are continuously improving the wealth management technology available for our independent advisors and look forward to rolling out this next generation platform to provide clients with the best possible service while enabling advisors to operate more efficiently,” stated Wade Wilkinson, President and CEO of Securities Service Network. “We chose to partner with FolioDynamix because of their breadth of technology across the full wealth management lifecycle and because of their ability to seamlessly integrate with multiple custodians. We expect the new technology to be well received by advisors, who will gain the ability to manage all of their accounts from a single web interface with improved visibility, more timely information and greater portfolio management flexibility.”

“We are very pleased to be working with Securities Service Network, an independent broker dealer known for the strength of its advisor experience,” said Aaron Schumm, chief customer officer of FolioDynamix. “By providing SSN with innovative technology and managed solutions, we look forward to helping the company continue to deliver on its mission of providing exceptional service to fee-based investment management professionals.”     

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