Actua Announces Completion of Sale of FolioDynamix
02. Januar 2018 16:10 ET
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Actua Corporation
RADNOR, Pa., Jan. 02, 2018 (GLOBE NEWSWIRE) -- Actua Corporation (Nasdaq:ACTA) today announced the successful completion of its previously announced sale of FolioDynamix to Envestnet (NYSE:ENV)....
FolioDynamix Model Exchange Provides Open Hub for Investment Managers and Program Sponsors
18. Juli 2017 09:00 ET
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FolioDynamix
NEW YORK, July 18, 2017 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced a bridge for the communication gap between investment...
PlanMember Services Chooses FolioDynamix for Technology, Trading Support
29. November 2016 09:00 ET
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FolioDynamix
CARPINTERIA, Calif. and NEW YORK, Nov. 29, 2016 (GLOBE NEWSWIRE) -- California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives...
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
16. November 2016 10:00 ET
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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. November 2016 16:03 ET
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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. Oktober 2016 11:08 ET
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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. Oktober 2016 09:00 ET
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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. September 2016 09:00 ET
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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 and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
22. September 2016 09:00 ET
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FolioDynamix
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 Increases Sales Presence in Key Markets
07. September 2016 10:55 ET
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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...