FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform for managing the full wealth management lifecycle across all account types, including unified managed account (UMA) and unified managed household (UMH) programs.

FolioDynamix provides registered investment advisors, banks, broker dealers, custodians and service providers with leading-edge wealth management technology to attract and retain top advisors, accelerate client acquisition and gain visibility into all assets under management. The results are improved efficiency, stronger compliance, enhanced client service and faster growth. The technology is complemented by institutional-quality research and advisory services from FDx Advisors, FolioDynamix’ registered investment advisor affiliate.

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