Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

BLUCORA AND FOLIODYNAMIX PARTNER TO OFFER ACCOUNT MANAGEMENT SOLUTION FOR HD VEST ADVISORS

BELLEVUE, Wash. and NEW YORK, Nov. 07, 2016 (GLOBE NEWSWIRE) — Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals, today announced a partnership with FolioDynamix, a leading provider of wealth management technology and advisory services. Through this relationship, HD Vest will leverage the FolioDynamix end-to-end technology solution as well as its suite of advisory tools to provide an easy-to-use cloud-based solution for HD Vest Advisors to manage the entire client lifecycle from proposal generation, to account opening and management, including trading and rebalancing, to reporting.

http://www.zergwatch.com/2016/11/07/...solution-for-hd-vest-advisors/


Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 20 independent broker-dealer firms,1  we know what it takes to make your practice really flourish. 4,600 independent contractors manage over $37 billion in assets for individuals, families and small businesses in all 50 states.2

https://www.hdvest.com/story/about-hd-vest
 

und mehr.
 

TAMPs provide a variety of services, but all TAMPs have two major aspects in common: 1) They provide a platform for wealth advisors on which to manage client relationships. 2) They provide third-party professional-grade (institutional) asset managers to manage the clients assets. The TAMP provides a wealth-management platform to manage the holistic client relationship, transact and send client funds to the asset manager,report to the client through statements, and interact with the client online and through mobile technology. Advisors no longer have to balance between meeting with clients, managing money, and researching mutual funds, ETFs and different asset management firms. Hiring a TAMP to conduct back-end reporting functions, administrative, accounting, and investment management solutions means more time spent with clients. Advisors can now focus on building and acquiring relationships that will increase revenuesfar more than the cost of outsourcing. TAMPs allow for access to some of the best asset managers in the world. Instead of selecting the stock of Company A or the bond from Company B, financial advisors using TAMPs sit on the same side of the table with clients. Together they review the performance of both well-known and innovative asset managers, picking and choosing among various portfolios for their clients. Focusing on the asset allocation mixallows for better client risk management, which remains a major concern since the 2008 financial crisis. Stronger client-advisor relationships provide a greater reason for clients to aggregate more assets with someone who knows their holistic financial picture, rather than just a stock-picker! Some advisors find the discussion of switching to an outsource provider from in-house investment management very difficult. Clients should view the TAMP as a facilitating tool that the advisor uses to open accounts, execute trades, and generate account reporting. Framing the TAMP in this manner will ease the minds of investors who may be wondering why the old in-house method was neither optimal nor cost-efficient. The platforms, built for managing clients needs directly, allow for more efficiency in every step of the client interaction. Using a TAMP means more time with clients, more assets gathered, and more referrals per marketing dollar.
http://docplayer.net/8307216-Best-tamps-2015-america-s.html
 

Dass man bei der Anwendung der üblichen Kennzahlen bei Actaa vorsichtig sein muss - darauf habe ich immer wieder hingewiesen. Die Zahlen fallen und stehen mit der Entscheidung, ob man die Verkaufserlöse für Beteiligungen, die die Buchwerte überschreiten, in das Ergebnis pro Aktie einbezieht oder nicht.

Dass man das bei einem Unternehmen, das sich überwiegend als Inkubator versteht, tun muss, steht für mich außer Frage – denn das ist je eigentlich das ordentliche Geschäft derartiger Unternehmen. Wenn man das machtr, kam in den letzten Jahren teilweise ein hoher Gewinn oder ein hoher Verlust je Aktie heraus, wie die Zahlen aus finanzen.net zeigen – mit entsprechenden Auswirkungen auf das jweilge KGV. Mit dem Gewinn von 2013 in Höhe von 5,72 je Aktie (bedingt durch den Verkauf der damals wertvollsten Beteiligung ICGCommerce) hätten wir momentan ein KGV von unter 3. In den beiden Jahren 2014 und 2015 hätten wir negative KGV’s gehabt. Und in 2016 werden wir durch den Verkauf von Govdelivery vermutlich wieder bei einem Gewinn pro Akite von ca. 3 Dollar landen – und damit verbunden mit einem KGV zwischen 4 und 5.

Actua: Die Aktie (in USD)
     Chart                2009      2010      2011      2012      2013      2014      2015          §
          §Ergebnis je Aktie (unverwässert, nach Steuern) 0,42 1,28 0,75 0,64 5,72 -1,28 -2,59

          §Ergebnis je Aktie (verwässert, nach Steuern) 0,42 1,26 0,74 0,63 5,72 -1,28 -2,59
http://www.finanzen.net/bilanz_guv/Actua

Ob eine Aktienbewertung über das KGV Sinn macht, ist daher die Frage. Unfug ist m.E. aus dem jeweiligen jährlichen  KGV Schlussfolgerungen zu ziehen, wie die Ergebnisse für 2013 – 2016 zeigen. Wenn man den Weg über den Gewinn je Aktie unbedingt einschlagen will, muss man meines Erachtens  einen längeren Zeitraum einbeziehen, z.B. welche Gewinne und Verluste in den nächsten z.B. acht Jahren (einschließlich des Betrachtungsjahres) jeweils anfallen könnten. Diese Zahl müsste man durch acht dividieren und hätte ein Schätzwert für den durchschnittlichen Gewinn je Akite für die nächsten acht Jahre. Eventuell könnte man diesen Gewinn noch um vier Jahre abzinsen, wenn man für heute eine akutelles KGV ermitteln möchte.

Ich bin mir ziemlich sicher, dass da ein Wert für das KGV von unter 10 herauskommen würde, denn allein der Verkauf von VelocityEHS, der schon 2017, aber m.E. mit großer Wahrscheinlichkiet 2018 oder 2019 über die Bühne gehen wird, dürfte nach meinen Schätzungen mindestes einen Gewinn von 300 Millionen herbeiführen.
 

https://www1.boltinsurance.com/insurance-solutions  

http://www.the-digital-insurer.com/blog/...n-the-insurtech-gold-rush/  

Sehr viel einfacher ist meines Erachtens die Vorgehensweise, die unmittelbar am Wert der Beteiligungen ansetzt - und am simpelsten ist dabe,i die Vorgehensweise, die die Umsätze der 3 Core's für 2017 in einen Topf zu werfen.

In 3494 bin ich da auf 130 Millionen gekommen, denen ich bei vorsichtiger Bewertung ein Multiple von 4 zuordne = 520 Millionen. Hier zähle ich noch 80 Millionen Cash hinzu = 600 Millionen als angemessene Marktkapitalisierung (die anderen Forderungen und Verbindlichkeiten heben sich nach meiner an der Bilanz orientierten Schätzung in etwa auf). Diese 600 Millionen m+üssen m.E. durch ca. 31,5 Millionen ergebnsiwirksame Aktiien (Actua hat 37 Millionen angegeben, ca.4,5 und noch einmal 1 Milion dürften zurückgekauft sein) dividiert werden = 19 Dollar pro Aktie.

Basis dieser Schätzung ist ein Multiple von "nur" 4, was sich aber änderen würde, wenn Bolt der vermutete Renner wird, und auch Foliddynamix hat man schließlich mit einem Multple von 6 vor zwei Jahren eingekauft. Und schließlich hat auch noch Velocity eine höhere Qualiität als Govdelivery, das aber trotzdem mit einem Muttiple zwischen 3,5 und 4 verkauft wurde. Alles in diesem Absatz öAngeführte muss aber noch konkreter durch Fakten untermauert werden. Bis dahin dürfte bei $19 ein Deckel liegen.

Die kleineren Beteiligungen habe ich außen vor gelassen, weil ich bei den Core-Umsäzen von 100%-igen Beteiligungen ausgegangen bin, was nicht ganz zutrifft.  

For the emerging InsurTech industry, this means you can do one of two things;

You can mine for insurance consumers and data (the gold). Popular mining companies include PolicyGenius and CoverHound, which help consumers buy insurance products at the lowest price.

Or, you can provide the pickaxes to manage new customers, data and processes. Our policy analytics software, RiskGenius, is an example of an InsurTech pickaxe.

You can discern whether an InsurTech company is a miner or pickaxe based on its disruption factor.  

I believe InsurTech pickaxe companies will be more important than the mining companies for three reasons;

First, insurance is complicated. So far, the insurtech mining companies have focused on simpler products, like consumer insurance and small business insurance.With these products, the miners are competing on price and user experience.  The risks are understood and, as a result, carriers issue the same policies.But if miners want to move into more complicated insurance, they will have to leverage complicated risk analysis solutions.  Zenefits is an example of what happens when an InsurTech company unsuccessfully tries to move from small business to enterprise clients

Second, most insurance carriers still have broken technology systems that need fixed. InsurTech miners are actually exacerbating the technology problems created by legacy insurance technology.Carriers struggle to connect to miners’ software, which is reportedly one of the reasons Google Compare ran into problems.  Only the pickaxes will be able to fix legacy software problems.

Finally, if the miners are successful, then telematics, the Internet of Things and digital purchases will lead to more data. Insurance carriers and brokers — and the miners — will want to leverage this data.  The data can’t be leveraged without technology investment.  The pickaxes are already making these investments and will help traditional insurers and miners utilize new areas of data.
The most valuable company, though, will figure out how to combine gold (insurance data) with a powerful pickaxe (machine learning) to identify valuable insights that go beyond actuarial tables used by traditional insurance professionals.

http://www.the-digital-insurer.com/blog/...n-the-insurtech-gold-rush/
 

what other agents cannot accomplish in days

Bolt Insurance is the go-to insurance agency for all business owners. In general, conventional insurance agents simply do not have the time or the resources to invest as many hours and effort into their work with owners of smaller companies. Many of them believe that their attention should go to larger clients who simply pay more. But Bolt Insurance is structured to provide big-company service and expertise to owners of smaller businesses. Their team of dedicated and qualified agents have close relationships with the reputable insurance carriers who want to insure smaller business. They believe that a Bolt Insurance agent can do for you in a few minutes what other agents cannot accomplish in days. Their agents are proactive. They help you get better coverage at a fair price even as your business grows and changes. And they're only a quick call away. They help you protect your life’s work. Their team's expertise in small business risk transfer is unmatched and they can help you understand your options. Bolt Insurance agents recommend the nationally rated insurance companies who are the best fit to cover the risks of your specific business. And the best choice for you can even change over time. You can quickly and easily compare quotes and save time and hassle. And most importantly, at Bolt Insurance, they speak “plain” English. They help you sort through the complicated world of business insurance and make sure you understand what’s covered, what’s not covered. Be sure to get great savings on your next purchase by taking advantage of Bolt Insurance coupon codes, special offers, and promotions.

https://www.goodsearch.com/coupons/bolt-insurance
 

A lot of such excellent deals in 2016 will drive the revenues in 2017

Concorde Investments deploys FolioDynamix wealth management tech

18 May 2016

Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project to include FolioDynamix within its end-to-end wealth management technology solution.

For the past four years, Concorde has been focused on growing AUM and attracting progressive independent advisors to continue to expand its regional footprint. The company has succeeded by empowering advisors to engage with, and solve for client needs by putting a strong technology matrix in place. This required working with a solution provider who was willing to collaborate on innovation and development.

Concorde approached FolioDynamix to explore solutions in late 2014. The goal was to develop a more robust end-to-end asset management platform with complete asset aggregation and performance reporting capabilities, as well as a compliance overlay and a data repository. Along with the technology need, Concorde brought a willingness to collaborate in discussions, pilot programs, beta testing, and more—to be the “guinea pig”, so to speak, for an expansion of the FolioDynamix core capabilities. FolioDynamix—known for an end-to-end trading, rebalancing, and portfolio accounting technology solution—was the ideal partner for Concorde based on its focus on innovation and a willingness to expand and develop a solution tailored for Concorde’s needs.
“Beyond the typical price, value and service criteria of a selections process, we were seeking partnerships and relationships more than just service providers,” says Kelly Knight, COO of Concorde and the lead on building the technology roadmap. “It has been hugely important for us to build relationships in which Concorde can be as contributive to that firm’s growth as that IT partner would be to ours. This philosophy has worked well for us. As a growing BD/RIA our budget is smaller, and it’s our work ethic, experience and commitment that can make a meaningful difference to any partner we work with.”

FolioDynamix is now a core component of Concorde’s innovative technology offering—a huge selling point in their recruiting value proposition. The modular nature of FolioDynamix’s solution allowed Concorde to leverage the specific features they needed to integrate with third-party solutions (such as Docupace Technologies for account opening and RedTail for CRM). Concorde is pleased with the results of the integration to date—but even more excited about the future.

https://www.finextra.com/pressarticle/64488/...wealth-management-tech
 

PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the countr

PlanMember Services Chooses FolioDynamix for Technology, Trading Support (Wealth)
November 29th, 2016

Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors

CARPINTERIA, Calif. and NEW YORK, November 29, 2016 - California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country. PlanMember is a full service retirement and investment management firm focused exclusively on helping for-profit, school district and nonprofit organizations with retirement solutions at both a company and individual employee level. The firm, recognized for this expertise and solid infrastructure, has been growing quickly over the past several years.

http://www.publicnow.com/view/...96?2016-11-29-17:09:16+00:00-xxx2278
 

FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
SAN ANTONIO, Sept. 22, 2016 (GLOBE NEWSWIRE) — Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the FolioDynamix Client Conference in San Antonio. The firms plan to deliver an enterprise-grade digital advice solution allowing advisors to collaborate with clients of all account sizes. This becomes especially important in light of new DOL Fiduciary Rule guidelines, which can make advising small-but-growing investors problematic.
The solution leverages Scivantage’s existing digital wealth management platform and integrates it with FolioDynamix’s industry-leading managed accounts platform.  This delivers an enterprise-grade, unified digital experience that includes digital investment and robo alongside full service, managed account, self-directed brokerage, and multi-channel solutions.
FolioDynamix is a strong advocate for the seamless pairing of technology and investment advice. The new solution is an example of this approach. It provides an integrated client portal with additional self-service options, allowing advisors to offer both automated solutions and collaboration opportunities to their client base
http://www.scivantage.com/...rise-grade-digital-advice-robo-solution/
 

November 16, 2016 4:50 pm
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
MoneyGuidePro becomes a key best-of-breed partner in the
FolioDynamix “Fiborg Constellation”
FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the creator of MoneyGuidePro, the award-winning financial planning solution. MoneyGuidePro will become a key component of the “Fiborg Constellation,” introduced by FolioDynamix to help firms grow, automate key functions, and meet DOL Fiduciary Rule requirements.
FolioDynamix launched the concept of FiborgSM earlier this year in response to the dual conversations in the marketplace about the disruptive impact of robo-advisors on traditional financial advisory business, and the increasing regulatory pressure brought by the DOL Fiduciary Rule. Fiborg—a play on cyborgs, technology-enhanced humans—encourages the adoption of technology to enable and empower advisors, automating non-revenue generating activities and providing the tools for an advisor to maximize time spent collaborating with clients. FolioDynamix, which offers an end-to-end wealth management platform as well as a suite of advisory options, is delivering a solution to help advisors and firms manage DOL Fiduciary Rule requirements by leveraging the core platform integrated with several carefully selected best-of-breed partners: the “Fiborg Constellation.”  Each partner will be tightly integrated with the core technology to ensure a seamless advisor and investor experience.
http://www.foliodynamix.com/news/...ncing-comprehensive-dol-solution/
 

Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors
Industry-leading managed accounts platform to provide digital experience for advisors
BELLEVUE, Wash. and NEW YORK, Nov. 07, 2016 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals, today announced a partnership with FolioDynamix, a leading provider of wealth management technology and advisory services. Through this relationship, HD Vest will leverage the FolioDynamix end-to-end technology solution as well as its suite of advisory tools to provide an easy-to-use cloud-based solution for HD Vest Advisors to manage the entire client lifecycle from proposal generation, to account opening and management, including trading and rebalancing, to reporting.
“An important implementation step around DOL is upgrading our advisory platform trading technology,” said Blucora President and Chief Executive Officer, John Clendening. “We have partnered with FolioDynamix as a leading provider to offer a new state-of-the-art platform that will give our Advisors in the field and our home-office portfolio managers the ability to more efficiently create and manage investment portfolios, efficiently trade more security types, and rebalance when appropriate. This is an important investment in our capabilities, and the new platform will provide our team with enhanced insight into client portfolios and the ability to better monitor for compliance with the DOL best interest standard.” Clendening added, “The advisory platform will also support the strong growth we continue to see in adoption of for-fee advisory solutions.”
“The HD Vest team has been very proactive in working to stay ahead of the upcoming DOL Fiduciary Rule deadlines,” said Joe Mrak, CEO of FolioDynamix. “Advisors will be able to meet regulations through leveraging our enterprise-class technology and advisory solutions that include even low-minimum managed account options. We look forward to continuing to collaborate with HD Vest to help them succeed and grow.”

https://globenewswire.com/news-release/2016/11/07/...st-Advisors.html
 

CoverHound is an insuretech company for consumers and businesses to easily compare and purchase insurance, built to deliver fast, accurate and actionable rates from leading US carriers based on their specific needs. Some of the top carriers include Chubb, Liberty Mutual, Hiscox, Progressive, Berkshire Hathaway Direct, Safeco, The General, Mercury, Hartford Steam Boiler, MetLife and others to offer the most competitive rates in 50 states. Developed by a team with deep insurance and online financial services experience, CoverHound is dedicated to providing the best in class customer experience.

https://coverhound.com/press/...r-auto-and-property-insurance-options
 

wurden 2015 mit 103 Millionen bewertet.

CoverHound Raises $33.3M, Expands To Insurance Comparisons For Businesses
Posted Sep 22, 2015 by Ingrid Lunden (@ingridlunden)

CoverHound, a site that lets people search for, compare and buy auto and property insurance both through its own site announcing that it has raised a further $33.3 million in funding as it adds one more large and strategic investor to its list of backers. This brings the total funding raised by the company to date to over $53 million, after raising a smaller Series B earlier this year.
Insurance giant ACE Group is leading the Series C investment, and CEO Keith Moore tells TechCrunch values the company at around $103 million, after the company hit a milestone of 50,000 policies sold in the last two years, growing 170% in the last 12 months.

https://techcrunch.com/2015/09/22/coverhound-insurance/
 

http://www.hoovers.com/company-information/cs/...c12a936c630a639.html  

Plenty of Competition

CoverHound is far from alone in targeting the small business market online.

Investors including XL have given $12.2 million to fund Embroker, an insurance broker offering a cloud-based risk and insurance management system for small and mid-sized businesses. Embroker promises to give its customers tools to buy, compare, analyze, manage and store all of their insurance policies and data in one place.

Insureon, an online agency for small business insurance, raised more than $30 million last October.  In July, it launched a managing general underwriting agency with capacity from various syndicates at Lloyd’s to handle wholesale business.

Seattle-based AssureStart, backed by the American Family Mutual Insurance Co., which sells to business with fewer than 30 employees, is backed by the American Family Mutual Insurance Co.

Insurer Hiscox has been expanding its online platform for small businesses for a number of years.

Last December, Berkshire Hathaway Inc., which owns GEICO, created Berkshire Hathaway Direct Insurance Co. to sell insurance directly to businesses over the Internet. The new insurer planned to initially focus on workers’ compensation and business owners’ package policies.

Two other recent InsureTech entrants in the small business insurance space include CoverWallet and Next Insurance.

In April, American International Group, Bermuda-based Hamilton Insurance Group and affiliates of hedge fund firm Two Sigma Investments announced plans to create a technology-enabled insurance platform for sales to the small to medium-sized enterprise (SME) market.

A number of independent agency carriers have joined the TrustedChoice.com online commercial insurance platform backed by the Independent Insurance Agents and Brokers of America (Big “I”) to sell small business insurance.

Bolt has for several years been providing online access to personal and commercial lines products from national insurance companies, managing general agencies and wholesalers.

The small commercial lines market is both growing and increasingly competitive. A report from McKinsey & Co. predicts the competition in this market will intensify as more small business customers show they are open to buying via digital channels and as more large insurance carriers enter the field. While a segment of small commercial insurance buyers will always value independent agents, an increasing percentage are open to the direct route and may only be using agents to close a deal because direct binding isn’t readily available, according to the report.

http://www.insurancejournal.com/news/national/2016/09/21/427077.htm
 

http://www.geektime.com/2016/12/14/...-silicon-valleys-next-big-boom/

Entscheidend wird für Bolt als eine Art Erfinder des Marktes sein, wie man sich gegen die Emporkömmlinge schlägt.

Trotz sehr guter Aussichten sind Prognosen sehr schwer. Amazon oder Google gibt es heute noch, Netscapoe oder Commodore aber nicht mehr.  

All of the Key Elements in One Place

The BOLT Platform™ integrates all of the key elements of selling insurance successfully: Technology, Markets and Products, People and Process. BOLT will provide your company with a powerful digital distribution system that integrates with traditional channels resulting in omni-channel nirvana.

TECHNOLOGY
No need to worry. The platform combines the markets, people and processes required to meet all of your customer’s insurance needs through a single interface. With integrated channel choice and a vast array of product offerings, your customers buy more and stay longer.

MARKETS
Intelligent and on trend, The BOLT Platform puts the advantages of a vast market network at your fingertips and gives you real-time connections to expanded markets and products.

PEOPLE
We have experts that will tailor a platform experience to your customers' needs. They will walk you through the process and help your employees work with the new capabilities of your digital distribution system.

PROCESS
Flexible and integrated, our process framework does it all. Designed to deliver an optimized multi-channel experience, The BOLT Platform meets the expectations of today’s customer with a streamlined, product-rich environment.

https://www.boltinc.com/omni-channel-insurance-distribution-platform/
 

no reason to think 2017 won’t be any different  

because not any had reported about a reduce of  the ownership.

111 Institutional Holders
29,140,575 Total Shares Held

Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

FMR LLC
09/30/2016 5,926,233     7,421       .13    82,967§
VANGUARD GROUP INC
09/30/2016 2,700,925    19,523       .73    37,813§
PEMBROKE MANAGEMENT, LTD
09/30/2016 2,680,515 (618,900)   (18.76)    37,527§
CAPITAL WORLD INVESTORS
09/30/2016 2,602,000         0      0.00    36,428§
DIMENSIONAL FUND ADVISORS LP
09/30/2016 2,229,994   (9,416)    (0.42)    31,220§
POLAR ASSET MANAGEMENT PARTNERS INC.
09/30/2016 1,499,275    26,447      1.80    20,990§
RICE HALL JAMES & ASSOCIATES, LLC
09/30/2016 1,167,921   121,176     11.58    16,351§
GOLDMAN CAPITAL MANAGEMENT INC
09/30/2016 1,053,000     7,500       .72    14,742§
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
09/30/2016 1,051,988     3,331       .32    14,728§
BLACKROCK FUND ADVISORS
09/30/2016 1,002,597    75,021      8.0914,036
§
Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz4UjHt2Hg6

 

der 29,140,575 Total Shares Held aus meinem letzten Posting sich ähnlich verhalten haben wie die großen Instis und die Zahl der Aktien auf 31,5 Millionen durch die Dutch Auction zurückgegangen sein sollte.
 

Bolton Global Capital Continues to Grow Market Share by Attracting Wirehouse Advisors
Leveraging FolioDynamix technology, Bolton Global meets an underserved need
offering high-value advice to niche Latin American markets. And with a compelling overall value proposition, wirehouse advisors are taking notice...and coming onboard.

NEW YORK, NY – July 21, 2016 – Increasing numbers of advisors are leaving the wirehouse model to join independent firms who have built an infrastructure leveraging leading-edge technology tools. Bolton Global Capital, with headquarters in Massachusetts, is poised for significant growth as a result of this trend. With a compelling value proposition of high-touch service for advisors paired with powerful, flexible technology solutions, Bolton has seen an influx of new advisors joining the firm, most notably from Merrill Lynch. Bolton continues to significantly expand in the Latin American market, which is now underserved by the exit of major firms from the international space. This growing and loyal client base has proven a significant source of growth revenue for the fim as a whole.
Bolton has recently signed an agreement with technology solution provider FolioDynamix for trading, portfolio management, and advisory services. Advisors will be able to leverage the institutional-quality trading interface to manage the entire client lifecycle, from account opening to rebalancing; they will also have access to a series of managed account options that have undergone extensive due diligence review.
“FolioDynamix offered a degree of flexibility that was very attractive to us,” says Steve Preskenis, President of Bolton Global. “The trading interface and overall solution was exactly what our advisors were asking for; many come to us from a wirehouse background, and this technology actually offers a better experience than what they were used to.”
Bolton plans to rollout the FolioDynamix platform over the next two months. As a multi-custodial solution with an integration already in place with Pershing, Folio offers a seamless, efficient onboarding experience.

http://www.foliodynamix.com/news/...by-attracting-wirehouse-advisors/