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
Changing the Narrative: Put the Client First (Part I)
FolioDynamix President & COO, Steve Dunlap, discusses how the DOL Fiduciary Rule has actually provided the financial services industry a perfect opportunity to make some much-needed changes.
How fintech makes wealth advisors more relevant
FolioDynamix Chairman and CEO, Joseph Mrak, discusses what's next for Managed Accounts in Digital Wealth Management with Darren Duffy, Head of Wealth Management Business Solutions for Thomson Reuters.
Fiborg and the future of the Financial Planning Industry with Steve Dunlap
President and COO Steve Dunlap was recently featured in a podcast on the XY Planning Network – an innovative concept focused on providing financial advice to new generations.