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...
FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News
May 10, 2016 09:00 ET
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FolioDynamix
NEW YORK, May 10, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces that its platform was recognized by Financial Technology...
FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change
April 11, 2016 09:00 ET
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FolioDynamix
NEW YORK, April 11, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that it will host a webinar titled “Success in...
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
March 15, 2016 09:00 ET
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FolioDynamix
NEW YORK, March 15, 2016 (GLOBE NEWSWIRE) -- The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by...
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
February 04, 2016 09:00 ET
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FolioDynamix
NEW YORK, Feb. 04, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced Meghan McCartan as a new addition to their executive...
FolioDynamix Launches New Investor Portal, Enabling Wealth Management Firms to Deliver a Better Client Experience
September 15, 2015 09:00 ET
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FolioDynamix
NEW YORK, Sept. 15, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the addition of a new investor portal. The investor...
Securities Service Network Expands Encompass Program on FolioDynamix Wealth Management Technology Platform
September 01, 2015 09:00 ET
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FolioDynamix
NEW YORK, Sept. 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Securities Service Network (SSN), a wholly...
FolioDynamix and INFOVISA Partner to Break Down Technology Silos in Bank and Trust Wealth Management
August 25, 2015 09:00 ET
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FolioDynamix
NEW YORK, Aug. 25, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a partnership with INFOVISA, an independent provider...
Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services
August 11, 2015 09:00 ET
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FolioDynamix
NEW YORK, Aug. 11, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the...
FolioDynamix Releases Version 7.3 of Its Unified Wealth Management Technology Platform
April 01, 2015 09:00 ET
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FolioDynamix
NEW YORK, April 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based wealth management technology and advisory services for managing the full portfolio management lifecycle, today...