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.
Secaucus, US
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