Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services
11 août 2015 09h00 HE
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FolioDynamix
NEW YORK, Aug. 11, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the...
Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform
15 déc. 2014 09h00 HE
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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,...