LinkedinTwitterFDx AdvisorsSubscribeContact UsHomeTechnologyWealth Management Technology PlatformRequest a DemoSolutionsWealth Management SolutionsNews & EventsPress ReleasesEventsFolioDynamix Client ConferenceBlogCompanyAbout UsExecutive TeamCareersLocationsContact UsSubscribeSearchGrow your wealth management businessA unified wealth management technology platform across the full portfolio management lifecycle improves efficiency, visibility and productivity
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EMPOWER ADVISORS FOR INNOVATION
Single, secure cloud platform for managing all client accounts and advisory programs
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Transform Trading & Rebalancing
Faster trades, fewer errors, more time with clients
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TAMP
“We chose the FolioDynamix wealth management platform because we were impressed by its breadth of truly integrated wealth management technology capabilities, the configurability of the platform and the firm’s commitment to our success.”
WEDBUSH
“The FolioDynamix platform has allowed us to expand our investment programs, dramatically increase assets under management and provide industry leading technology to our advisors.”
KOVAK ADVISORS
“FolioDynamix has been, and continues to be an important partner in the growth and evolution of our unique advisory platforms, including our Next Generation managed-account program and award-winning mutual funds/exchange-traded funds program.”
CETERA
“FolioDynamix offers us a competitive platform to grow into.”
LPL FINANCIAL
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PROPOSAL GENERATION

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INSTITUTIONAL-QUALITY RESEARCH

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TRADING & REBALANCING

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INVESTMENT MODEL MANAGEMENT

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Performance & Client Reporting

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OPERATIONS & GOVERNANCE

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About FolioDynamixFolioDynamix empowers wealth management firms with a scalable, secure, cloud-based wealth management technology platform. Supporting every stage of the advisory lifecycle in a unified solution, FolioDynamix automates portfolio management processes, eliminates technology silos and delivers a single view across all client accounts.
Generate greater efficiency, reduce costs and increase advisor productivity, while at the same time improving your advisory programs and winning new clients.
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Recent NewsVanare | NestEgg Wealth Management Platform Exceeds $1.5 Billion in Assets in Partnership with FolioDynamixDecember 1, 2015 - 7:45 amFolioDynamix Partners with Riskalyze for Real-time Wealth ManagementNovember 3, 2015 - 12:00 pmF