FolioDynamix Releases 8.0, Focused on the Advisor Experience
June 02, 2016 09:00 ET
|
FolioDynamix
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...
A Targeted Focus on the Client Experience Spurs Executive-Level Hire at FolioDynamix
May 24, 2016 09:00 ET
|
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...
Concorde Announces Integration of FolioDynamix into “Best of Breed” Technology Ecosystem
May 18, 2016 09:02 ET
|
FolioDynamix
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...
FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News
May 10, 2016 09:00 ET
|
FolioDynamix
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...
FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change
April 11, 2016 09:00 ET
|
FolioDynamix
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...
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
March 15, 2016 09:00 ET
|
FolioDynamix
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...
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
February 04, 2016 09:00 ET
|
FolioDynamix
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...
Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer
January 19, 2016 09:00 ET
|
FolioDynamix
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...
FolioDynamix Launches New Investor Portal, Enabling Wealth Management Firms to Deliver a Better Client Experience
September 15, 2015 09:00 ET
|
FolioDynamix
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...
Securities Service Network Expands Encompass Program on FolioDynamix Wealth Management Technology Platform
September 01, 2015 09:00 ET
|
FolioDynamix
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...