PlanMember Services Chooses FolioDynamix for Technology, Trading Support
November 29, 2016 09:00 ET
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FolioDynamix
CARPINTERIA, Calif. and NEW YORK, Nov. 29, 2016 (GLOBE NEWSWIRE) -- California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives...
FolioDynamix Focuses On Evolving Product Strategy Ahead of DOL Fiduciary Rule Deadlines
October 20, 2016 11:08 ET
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FolioDynamix
NEW YORK, Oct. 20, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Dan Ciavarella as EVP, Product...
FolioDynamix Continues Executive Talent Acquisition with Addition of Operations, Customer Service Expert Linda Bready
September 28, 2016 09:00 ET
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FolioDynamix
NEW YORK, Sept. 28, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s...
FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
September 22, 2016 09:00 ET
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FolioDynamix
SAN ANTONIO, Sept. 22, 2016 (GLOBE NEWSWIRE) -- Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the...
A Targeted Focus on the Client Experience Spurs Executive-Level Hire at FolioDynamix
May 24, 2016 09:00 ET
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FolioDynamix
Tom Christian joins the executive team, spotlighting the firm’s commitment to an outstanding client experience NEW YORK, May 24, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth...
Concorde Announces Integration of FolioDynamix into “Best of Breed” Technology Ecosystem
May 18, 2016 09:02 ET
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FolioDynamix
NEW YORK, May 18, 2016 (GLOBE NEWSWIRE) -- Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project...
Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer
January 19, 2016 09:00 ET
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FolioDynamix
NEW YORK, Jan. 19, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the appointment of industry veteran Steve Dunlap...
FolioDynamix Helps Wealth Management Firms Streamline End-of-Year Tax Management Across Client Portfolios
November 13, 2014 09:00 ET
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FolioDynamix
NEW YORK, Nov. 13, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that its platform delivers the foundation wealth...