FolioDynamix
Bulb_icon Fill 1 Fill 3 Fill 6 Fill 8 Fill 10 Fill 12

FolioDynamix provides technology and services to companies in the Wealth Management market including large brokerage firms, RIAs, asset managers and banks. The company's software provides front, middle and back office integration as well the capability to manage Mutual Fund Wrap, Separately Managed Accounts and Unified Managed Accounts in a single offering.