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Who We Are

FolioDynamix 101

FolioDynamix makes the full wealth management lifecycle easy to navigate and monitor through a suite of cloud-based solutions that includes everything from proposals to portfolios. This gives FolioDynamix clients the ability to strategize more effectively with a team of advocates who understand how to scale business—while tools handle the nitty-gritty details of risk management, rebalancing, and reporting.

Leeway From Leaders

Since FolioDynamix relies on a management style that’s hands-off and flexible, employees experience complete autonomy—and tons of responsibility. No matter a person’s seniority, they’re able to do their own thing, as long as it aligns with the team’s ambitious growth goals. Plus, ramping up productivity while giving team members a bit of freedom inspires individuals to view their roles as more than just a job.

Executive Team

What We Value

WE ARE CLIENT FOCUSED

WE ARE CLIENT FOCUSED

Our clients are always top-of-mind, and we exceed their expectations to deliver a remarkable service experience to every client, every time. We are passionate about client service. We actively look for ways to wow our clients, and share these insights with other team members to benefit all of our clients.

WE ARE LEADERS

WE ARE LEADERS

We help wealth management companies transform the way they do business, so we invest our time and energy in those activities that have a measurable and beneficial impact on our firm, our clients and the industry at large.

WE COLLABORATE

WE COLLABORATE

Operating as a single team, we work thoughtfully and strategically to help FDx succeed. We take proactive ownership of problems and don’t waste time assigning blame for situations. Instead, we collaborate with team members to achieve quick, positive, and beneficial outcomes. We take pride in our work.
 
 

WE VALUE SOLUTIONS

WE VALUE SOLUTIONS

Ideas are important, but it takes executing on those ideas to actually succeed. While an idea can get us half way to the goal, a relentless dedication by all parties to execution will get us into the end zone. We focus on seeing projects through to completion, and we value creative solutions to problems. If there is an area of business that needs improvement, we encourage team members to take the necessary action to find a solution.

We leverage our collective genius

We leverage our collective genius

We are a diverse team of people with different ideas, strengths, and cultural backgrounds, which allows us to harness the power of a talented collective to address issues and solve problems. Great ideas can come from anyone in any position within the organization, so we encourage open, honest, direct and unfiltered dialogue in order to gain the insights we need to achieve transformational innovation. Some of the best thought leaders in the industry are on our team.

We enjoy breaking boundaries

We enjoy breaking boundaries

Innovation and growth only happen externally when we are willing to confront and challenge our assumptions internally. No process, idea or individual is immune from constructive criticism. We continuously resist the status quo, reframe problems, consider different angles, and challenge our beliefs in order to improve and grow as an organization.

We are process-driven

We are process-driven

We are most effective when we employ a systematic approach to work at all levels of the organization. We continuously improve, refine and enhance our processes to create the operational efficiencies that boost innovation and profitability. Defined plans and procedures allow us to deliver consistent, high-quality solutions.

We create positive working relationships

We create positive working relationships

We are the heart and soul of our company, so we respect one another, communicate effectively, and promote a positive work environment by building good relationships with each other. Our strong support of each other leads to positive, successful client experiences.

We dedicate time to personal development

We dedicate time to personal development

To stay competitive in this ever-changing industry, we devote time to continuous learning, take advantage of educational opportunities, and celebrate individuals who have achieved a level of mastery in their fields.

We work hard, and play hard

We work hard, and play hard

We believe having fun at work and maintaining at good sense of humor increases productivity, enhances job satisfaction, and creates a stronger company. We understand that when we enjoy the people we work with and the environment we work in, it’s much easier to focus on developing great products and client experiences.

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What Employees Say

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:(888) 526-6300 Email:marketing@foliodx.com
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