FolioDynamix Announces Acquisition of Summit Advisor Solutions   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 Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change 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...

Securities Service Network Expands Encompass Program on FolioDynamix Wealth Management Technology Platform NEW YORK, Sept. 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Securities Service Network (SSN), a wholly...

FolioDynamix Adds Investment Solutions Executive, Announces Wealth Management Program to Assist Curian Capital Clients NEW YORK, Aug. 10, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced an enhanced program targeted to registered...