Latest News and Press Releases

NEW YORK, June 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, has announced the launch of FolioDynamix 8.0. The new FolioDynamix...

Tom Christian joins the executive team, spotlighting the firm’s commitment to an outstanding client experience NEW YORK, May 24, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth...

NEW YORK, May 18, 2016 (GLOBE NEWSWIRE) -- Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project...

NEW YORK, May 10, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces that its platform was recognized by Financial Technology...

NEW YORK, April 11, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that it will host a webinar titled “Success in...

NEW YORK, March 15, 2016 (GLOBE NEWSWIRE) -- The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by...

NEW YORK, Feb. 04, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced Meghan McCartan as a new addition to their executive...

NEW YORK, Jan. 19, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the appointment of industry veteran Steve Dunlap...

NEW YORK, Sept. 15, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the addition of a new investor portal. The investor...

NEW YORK, Sept. 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Securities Service Network (SSN), a wholly...