Concorde Announces Integration of FolioDynamix into “Best of Breed” Technology Ecosystem
18 mai 2016 09h02 HE
|
FolioDynamix
NEW YORK, May 18, 2016 (GLOBE NEWSWIRE) -- Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project...
FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News
10 mai 2016 09h00 HE
|
FolioDynamix
NEW YORK, May 10, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces that its platform was recognized by Financial Technology...
FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change
11 avr. 2016 09h00 HE
|
FolioDynamix
NEW YORK, April 11, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that it will host a webinar titled “Success in...
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...
FolioDynamix Launches New Investor Portal, Enabling Wealth Management Firms to Deliver a Better Client Experience
15 sept. 2015 09h00 HE
|
FolioDynamix
NEW YORK, Sept. 15, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the addition of a new investor portal. The investor...
Securities Service Network Expands Encompass Program on FolioDynamix Wealth Management Technology Platform
01 sept. 2015 09h00 HE
|
FolioDynamix
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 and INFOVISA Partner to Break Down Technology Silos in Bank and Trust Wealth Management
25 août 2015 09h00 HE
|
FolioDynamix
NEW YORK, Aug. 25, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a partnership with INFOVISA, an independent provider...
Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services
11 août 2015 09h00 HE
|
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...
FolioDynamix Releases Version 7.3 of Its Unified Wealth Management Technology Platform
01 avr. 2015 09h00 HE
|
FolioDynamix
NEW YORK, April 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based wealth management technology and advisory services for managing the full portfolio management lifecycle, today...