FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
16 nov. 2016 10h00 HE
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FolioDynamix
NEW YORK, Nov. 16, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the...
FolioDynamix Announces Acquisition of Summit Advisor Solutions
02 nov. 2016 16h03 HE
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FolioDynamix
NEW YORK, Nov. 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the acquisition of the assets of Summit Advisor...
FolioDynamix Focuses On Evolving Product Strategy Ahead of DOL Fiduciary Rule Deadlines
20 oct. 2016 11h08 HE
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FolioDynamix
NEW YORK, Oct. 20, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Dan Ciavarella as EVP, Product...
FolioDynamix Named Best Digital Solution
03 oct. 2016 09h00 HE
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FolioDynamix
NEW YORK, Oct. 03, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, was recognized as the best digital solution at...
FolioDynamix Continues Executive Talent Acquisition with Addition of Operations, Customer Service Expert Linda Bready
28 sept. 2016 09h00 HE
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FolioDynamix
NEW YORK, Sept. 28, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s...
FolioDynamix Increases Sales Presence in Key Markets
07 sept. 2016 10h55 HE
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FolioDynamix
NEW YORK, Sept. 07, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, expanded its national sales team with the hires of Chicago-based...
FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change
11 avr. 2016 09h00 HE
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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...
Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer
19 janv. 2016 09h00 HE
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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
15 sept. 2015 09h00 HE
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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...
FolioDynamix and INFOVISA Partner to Break Down Technology Silos in Bank and Trust Wealth Management
25 août 2015 09h00 HE
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FolioDynamix
NEW YORK, Aug. 25, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a partnership with INFOVISA, an independent provider...