FolioDynamix and INFOVISA Partner to Break Down Technology Silos in Bank and Trust Wealth Management
25 août 2015 09h00 HE
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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
11 août 2015 09h00 HE
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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 Adds Investment Solutions Executive, Announces Wealth Management Program to Assist Curian Capital Clients
10 août 2015 11h00 HE
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FolioDynamix
NEW YORK, Aug. 10, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced an enhanced program targeted to registered...
IDB Bank Selects FolioDynamix Wealth Management Technology Platform
13 mai 2015 09h00 HE
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FolioDynamix
NEW YORK, May 13, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that IDB Bank has selected the FolioDynamix wealth...
FolioDynamix Releases Version 7.3 of Its Unified Wealth Management Technology Platform
01 avr. 2015 09h00 HE
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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...
FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform
21 janv. 2015 09h00 HE
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FolioDynamix
NEW YORK, Jan. 21, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology and advisory services for managing the full wealth management lifecycle, today announced the...
Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform
15 déc. 2014 09h00 HE
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FolioDynamix
NEW YORK, Dec. 15, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle,...
FolioDynamix Helps Wealth Management Firms Streamline End-of-Year Tax Management Across Client Portfolios
13 nov. 2014 09h00 HE
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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...