FolioDynamix Model Exchange Provides Open Hub for Investment Managers and Program Sponsors
July 18, 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...
FolioDynamix Named Best Digital Solution
October 03, 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 Increases Sales Presence in Key Markets
September 07, 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...
Bolton Global Capital Continues to Grow Market Share
July 21, 2016 09:00 ET
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FolioDynamix
NEW YORK, July 21, 2016 (GLOBE NEWSWIRE) -- Increasing numbers of advisors are leaving the wirehouse model to join independent firms who have built an infrastructure leveraging leading-edge...
FolioDynamix Releases 8.0, Focused on the Advisor Experience
June 02, 2016 09:00 ET
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FolioDynamix
NEW YORK, June 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, has announced the launch of FolioDynamix 8.0. The new FolioDynamix...
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
March 15, 2016 09:00 ET
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FolioDynamix
NEW YORK, March 15, 2016 (GLOBE NEWSWIRE) -- The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by...
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
February 04, 2016 09:00 ET
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FolioDynamix
NEW YORK, Feb. 04, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced Meghan McCartan as a new addition to their executive...
Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform
December 15, 2014 09:00 ET
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FolioDynamix
NEW YORK, Dec. 15, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle,...