Latest News and Press Releases
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CARPINTERIA, Calif. and NEW YORK, Nov. 29, 2016 (GLOBE NEWSWIRE) -- California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives...
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NEW YORK, Oct. 20, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Dan Ciavarella as EVP, Product...
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NEW YORK, Sept. 28, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s...
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SAN ANTONIO, Sept. 22, 2016 (GLOBE NEWSWIRE) -- Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the...
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Tom Christian joins the executive team, spotlighting the firm’s commitment to an outstanding client experience NEW YORK, May 24, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth...
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NEW YORK, May 18, 2016 (GLOBE NEWSWIRE) -- Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project...
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NEW YORK, Jan. 19, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the appointment of industry veteran Steve Dunlap...
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NEW YORK, Nov. 13, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that its platform delivers the foundation wealth...