FolioDynamix

FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with leading-edge wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The results for wealth management firms include greater operational efficiency, improved compliance, enhanced client service and stronger business growth.
Type
Subsidiary
HQ
Secaucus, US
Founded
2007
Employees
85 (est)+2%

Key People at FolioDynamix

Chris Sugden

Chris Sugden

Board Member

FolioDynamix Locations

Secaucus, US
Sacramento, US
Worthington, US
Evansville, US

FolioDynamix Metrics

FolioDynamix Company Life

You may also be interested in