FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform
21 janv. 2015 09h00 HE
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FolioDynamix
NEW YORK, Jan. 21, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology and advisory services for managing the full wealth management lifecycle, today announced 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,...