Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services
August 11, 2015 09:00 ET
|
FolioDynamix
NEW YORK, Aug. 11, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the...
IDB Bank Selects FolioDynamix Wealth Management Technology Platform
May 13, 2015 09:00 ET
|
FolioDynamix
NEW YORK, May 13, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that IDB Bank has selected the FolioDynamix wealth...
FolioDynamix Releases Version 7.3 of Its Unified Wealth Management Technology Platform
April 01, 2015 09:00 ET
|
FolioDynamix
NEW YORK, April 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based wealth management technology and advisory services for managing the full portfolio management lifecycle, today...
FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform
January 21, 2015 09:00 ET
|
FolioDynamix
NEW YORK, Jan. 21, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology and advisory services for managing the full wealth management lifecycle, today announced the...
Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform
December 15, 2014 09:00 ET
|
FolioDynamix
NEW YORK, Dec. 15, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle,...
FolioDynamix Helps Wealth Management Firms Streamline End-of-Year Tax Management Across Client Portfolios
November 13, 2014 09:00 ET
|
FolioDynamix
NEW YORK, Nov. 13, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that its platform delivers the foundation wealth...