Human Capital Management

Human Capital Management

June 28, 2011

Innovation, Agility and Visibility Provided By FolioDynamix Wealth Management Software Platform

FolioDynamix is a provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle. The company recently announced that it has released Version 6 of its comprehensive wealth management platform. This new release further establishes FolioDynamix as the one of the fastest-growing technology companies in the wealth and investment management industry.

The new release from FolioDynamix offers new features that significantly increase the agility and control with which advisors can manage orders, deliver greater automation of business processes for increased efficiency, and also provide critical insight to advisors and sponsors through advanced composite reporting.

In a release, Chris Mills, executive vice president for Kovack Advisors said that "We have been working with FolioDynamix for three years, and its pace of innovation has been dramatic. The platform has allowed us to expand our investment programs, dramatically increase assets under management and provide industry leading technology to our advisors. I have not found another solution with the breadth and depth that FolioDynamix offers – it has all of the tools needed to grow and run an investment advisory firm, all from a single vendor.”

FolioDynamix offers broker dealers, banks, custodians and advisors with an alternative to pieced-together legacy technologies and disjointed silos of information. Some of the new features in Version 6 of the platform include Advanced Order Management that has been specifically designed to increase the agility, visibility and control that advisors have in managing trades; pre-configured Business Process Management (BPM) capabilities that automate and streamline repeatable functions and Composite Performance and Management Reporting capabilities that allow advisors and sponsors to generate reports specific to their needs.

Joe Mrak, president and CEO of FolioDynamix said that “Version 6 is the latest delivery in support of our vision of transforming how broker dealers, banks, custodians and advisors meet the needs of their clients through leading-edge technology and greater visibility and control over the wealth management lifecycle. The capabilities in this release will further support advisors in managing the increasing complexity of the investment management world – from centralized, home-office driven advisory programs to rep-directed, de-centralized programs and the fast growth of unified managed accounts and unified managed households – and help sponsors attract and retain top talent while effectively adapting to changing regulatory requirements and client demands.”

If you would like more information, please go to

Calvin Azuri is a contributing editor for TMCnet. To read more of Calvin’s articles, please visit his columnist page.

blog comments powered by Disqus