für die man 200 Millionen Cash auf den Tisch gelegt hat und die ich noch nicht genau beurteilen kann, weil ich bisher mit ihr und dem Marktumfeld zu wenig beschäftigt habe:
FolioDynamix provides modern wealth management technology, research and services to support the complete wealth management lifecycle.
FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform for managing the full wealth management lifecycle across all account types, including unified managed account (UMA) and unified managed household (UMH) programs.
FolioDynamix offers a modern, open architecture option to legacy technologies, providing firms with a complete solution developed, hosted and supported by one vendor – eliminating silos, empowering advisors with a single platform to manage all accounts. FolioDynamix provides registered investment advisors (RIAs), broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into all assets under management (AUM). The results are greater efficiency, improved compliance and enhanced client service.
FolioDynamix is unique in its modular, software-as-a-service (SaaS) approach – allowing its clients to address their top priorities with the right mix of integrated cloud technology, research and services at the pace that is right for them.
Our innovative wealth management technology is complemented with institutional-quality research, content and consulting expertise available through FDx Advisors. FDx Advisors is a registered investment advisor (RIA) firm and subsidiary of FolioDynamix, that is independently available to help wealth management firms with due diligence and discretionary investment solutions that can be fully integrated with the FolioDynamix unified wealth management and advisor desktop platform.
FolioDynamix was named 2013 Advisory Services Solution Provider of the Year and 2012 Advisory Solutions Technology Innovation of the Year by Money Management Institute.
Contact us today to learn how you get the most innovative wealth management platform available on the market today to help grow your business.
- See more at: www.foliodynamix.com/company/...services/#sthash.JDzxDUQ4.dpuf