Working Hours Monday - Friday 8:00-5:00
  • Welcome to
    DIGITAL ADVISOR
    Digital Advisor from FolioDynamix brings investing
    online while maintaining the key human connection
    with your advisor in one seamless platform.

Getting Started

Investments Right for You

From your retirement and 401(k), to saving for college, a major purchase, or just general investment to grow your health - we have a handful of investment goal pathways to meet your needs as an investor.

Discover your Risk Tolerance Profile

With a short 10-question Risk Tolerance Questionnare, we'll evaluate the best-fit risk tolerance level for your portfolio. Whether you prefer a safe-bet conservative investment, or you're a seasoned professional ready to take on an agressive risk, we have you covered.

No-hassle hand-crafted Portfolios

We've done the hard work of sifting through the market for you to craft best-fit portfolio models that match your investment goal and risk profile.

Live Advisor Interaction at a Click

We believe when it comes to your wealth, maintaining that human connection with your investor is vital. With a few short clicks you can be up-and-running with your advisor in a video chat - or even hand over the wheel and launch a complete cobrowsing web experience to work through any questions or concerns you may have.

Your Investments In One Spot

Keep track of your investments, track goals, follow accounts, and accomplish much more in our comprehensive client investor portal.
*The product images shown are for illustration purposes only and may not be an exact representation of the product. The information presented does not reflect an actual account or client experience. Foliodynamix reserves the right to change product images and specifications at any time without notice.
Contact Us

FolioDynamix is leading the evolution of the wealth management experience, with an integrated end-to-end technology solution paired with a suite of advisory services including model portfolios, institutional quality manager research and overlay management. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution.

Headquarters Contact

One Harmon Plaza, 6th Floor, Secaucus, NJ 07094 Phone:(866) 892-5443 Email:marketing@foliodx.com
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