FolioDynamix Model Exchange Provides Open Hub for Investment Managers and Program Sponsors
18 juil. 2017 09h00 HE
|
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
03 oct. 2016 09h00 HE
|
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
07 sept. 2016 10h55 HE
|
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
21 juil. 2016 09h00 HE
|
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
02 juin 2016 09h00 HE
|
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
15 mars 2016 09h00 HE
|
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
04 févr. 2016 09h00 HE
|
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
15 déc. 2014 09h00 HE
|
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,...