Working Hours Monday - Friday 8:00-5:00
  • October 2-4, 2017
    Omni Amelia Island Plantation Resort, Florida
  • TECHNOLOGY ROUNDTABLE
    PRODUCT DEVELOPMENT, 2016 CLIENT CONFERENCE
  • JOSEPH MRAK, CHAIRMAN AND CEO
    2016 CLIENT CONFERENCE
  • EXPERT PANEL
    2016 CLIENT CONFERENCE
  • BBQ COMPETITION
    2016 CLIENT CONFERENCE

Join Us at XCHANGE 2017

Attend the 2017 FolioDynamix Innovation Xchange (formerly FolioDynamix Client Conference), #FDXchange2017, and celebrate our 10-year anniversary with us at the Omni in Florida.

Exchange ideas on bringing clarity, purpose, and leadership to the future of wealth management October 2-4 at the Omni Amelia Island Plantation Resort in Florida.

This two-day conference provides clients and prospects with an opportunity to network with peers, vendors, and consultants, as well as discuss current industry topics with FolioDynamix and FDx Advisors investment professionals, meet the money managers currently contracted with FDx Advisors, and preview and discuss the current and future plans of FolioDynamix technology. Click here to view a copy of our agenda.

If you are interested in attending or sponsoring please contact Vickie Nutter at vickie.nutter@foliodx.com

FIND US HERE TOO

Sept 25-27

 

eMoney Summit 2017

Visit us in Scottsdale, AZ. Tim Feehan and Nick Corsanico will be there ready to meet you and answer questions.

Oct 2-3

 

FolioDynamix Innovation Xchange

Exchange ideas on bringing clarity, purpose, and leadership to the future of wealth management October 2-4 at the Omni Amelia Island Plantation Resort in Florida.

Oct 2-3

 

MMI Annual Convention

Focusing on how the investment advisory solutions industry will evolve over the next decade and what it might look like in 2027.

Nov 13-15

 

Thomson Reuters Insight 2017

Preparing for the future of wealth business models, client engagement, technology, regulation and the economy.
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