201620152014 PlanMember Services Chooses FolioDynamix for Technology, Trading Support November 30, 2016Published by Meghan McCartan Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution November 16, 2016Published by Meghan McCartan MoneyGuidePro becomes a key best-of-breed partner in the FolioDynamix “Fiborg Constellation”
Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors November 7, 2016Published by Meghan McCartan Industry-leading managed accounts platform to provide digital experience for advisors
FolioDynamix Announces Acquisition of Summit Advisor Solutions November 2, 2016Published by Meghan McCartan Institutional-grade trading and rebalancing solutions now paired with advisor-friendly interface and expert operational support for RIAs of any size
FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution September 22, 2016Published by Meghan McCartan New solution provides digital options for advisors and clients in the wake of the DOL Fiduciary Rule
FolioDynamix Increases Sales Presence in Key Markets September 7, 2016Published by Meghan McCartan FolioDynamix, a leading provider of wealth management technology and advisory services, expanded its national sales team with the hires of Chicago-based Sean Mullen and Dallas-based Jerome Hill.
Bolton Global Capital Continues to Grow Market Share by Attracting Wirehouse Advisors July 21, 2016Published by Meghan McCartan 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.
Concorde Announces Integration of FolioDynamix into “Best of Breed” Technology Ecosystem May 18, 2016Published by sundberg_admin Growing hybrid RIA/broker-dealer firm continues to lead the market in creating an innovative, advisor-friendly technology infrastructure |