What We Do
ADVISORYAttract more clients and grow assets under wealth management with help from FDx Advisors, our registered investment advisor (RIA) firm that delivers sophisticated investment programs. FDx Advisors brings together institutional-quality manager research services, investment consulting services and discretionary investment solutions that enable you to successfully establish and maintain an open-architected wealth management program with a simplicity that frees you to focus on the quality of your client solution and the growth of your business.
OPERATIONSLeverage our Support and Operations team to help manage your day-to-day hassles so you can spend more time working with clients and cultivating new business. Customize and streamline your user experience by collaborating with our Professional Services team for support at every step of the process. From the initial account setup to end-investor billing and everything in between, we work hard to ensure our products and services work seamlessly and optimally for you.
TECHNOLOGYIncrease your effectiveness and efficiency as you manage the entire wealth advisory lifecycle with our sophisticated but easy-to-use cloud-based solution. We designed FolioDynamix to be the backbone of your wealth management and advisory infrastructure, providing a cohesive, scalable software-as-a-service technology platform that allows you to quickly fill any gaps in your wealth management business while still retaining your unique value proposition. your client solution and the growth of your business.
- Sales Engineering
We take a consultative approach to engaging our clients because of the highly configurable nature of our offering. The process begins with a sales engineering methodology for assessing your firm’s needs, providing technical expertise, analyzing enhancement requests and designing custom solutions to align our product and service strategy with your goals.
Our Platform Delivery Team works closely with new clients to ensure the onboarding process happens as efficiently and effectively as possible. The discovery phase defines the overall project planning, technology integrations, and product and service requirements so we can configure the platform to be optimized for you.
We deliver on the project plan. The execution phase is when all the agreed upon functionalities and custom developments come to you. We also implement your specific workflow design with detailed definitions of your firm’s hierarchy and user entitlements.
Our clients receive more than technology. We also equip you with the skills, knowledge and operational support to maximize our product’s impact. Live training, testing and verification starts you off in confidence with a successful launch and rollout plan. Our Client Service Team and integrated Knowledge Center help grow your mastery of the platform from there on.