SUBSCRIBE TO TMCnet
TMCnet - World's Largest Communications and Technology Community

TMCNet:  FolioDynamix Receives 2014 MMI Advisory Solutions Technology Innovation of the Year Award

[April 02, 2014]

FolioDynamix Receives 2014 MMI Advisory Solutions Technology Innovation of the Year Award

NEW YORK --(Business Wire)--

FolioDynamix, a leading provider of web-based wealth management technology, content and advisory services for managing the full investment and wealth advisory lifecycle, today announced it has been recognized as an industry leader by the Money Management Institute (MMI) for the third year in a row. This year, FolioDynamix received the 2014 MMI Advisory Solutions Technology Innovation of the Year award. The annual award is bestowed upon the wealth management and advisory solutions firm that exhibited the greatest gain in efficiency or growth as a result of technology innovation.

FolioDynamix is the only vendor to offer a truly-unified enterprise wealth management technology platform that supports the entire fee-based advisory lifecycle - propose, research, model, trade, report and govern - across all account types. FolioDynamix received the Advisory Solutions Technology Innovation of the Year Award for its release of FDx SingleSight Version 7.0. The Version 7.0 release included a series of new enhancements designed to revolutionize advisor efficiency and give wealth management firms greater alignment and insight across business channels.

Because the technology platform is uniquely architected by FolioDynamix to be truly unified, even in multi-channel, multi-ustodial environments, wealth management firms gain unprecedented visibility and a seamless end-to-end advisory experience. As a result, firms can accelerate business growth and realize greater operational efficiency, more active compliance, increased advisor productivity and improved client service.


"We are honored that the members of the Money Management Institute selected the latest release of the FolioDynamix platform as the Advisory Solutions Technology Innovation of the Year," said Joseph Mrak, chairman and CEO of FolioDynamix. "This independent industry validation, combined with the fact that our clients using the technology are also winning awards for the leadership and results they are demonstrating in the wealth management industry, validates that our investments in innovation, modern technology and advisory process automation are delivering results and making a difference in the market. We look forward to continuing our strategy of delivering the most comprehensive, truly unified end-to-end solution on the market and being the go-to wealth management platform that supports the industry in its next wave of growth."

About FolioDynamix

Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle - including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics - across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix - eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides registered investment advisor, broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com. Follow @foliodx on Twitter (News - Alert).


[ Back To Technology News's Homepage ]

OTHER NEWS PROVIDERS







Technology Marketing Corporation

800 Connecticut Ave, 1st Floor East, Norwalk, CT 06854 USA
Ph: 800-243-6002, 203-852-6800
Fx: 203-866-3326

General comments: tmc@tmcnet.com.
Comments about this site: webmaster@tmcnet.com.

STAY CURRENT YOUR WAY

© 2014 Technology Marketing Corporation. All rights reserved.