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NEW YORK, July 18, 2017 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced a bridge for the communication gap between investment...
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NEW YORK, Oct. 03, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, was recognized as the best digital solution at...
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NEW YORK, Sept. 07, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, expanded its national sales team with the hires of Chicago-based...
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NEW YORK, July 21, 2016 (GLOBE NEWSWIRE) -- Increasing numbers of advisors are leaving the wirehouse model to join independent firms who have built an infrastructure leveraging leading-edge...
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NEW YORK, June 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, has announced the launch of FolioDynamix 8.0. The new FolioDynamix...
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NEW YORK, March 15, 2016 (GLOBE NEWSWIRE) -- The upcoming DOL Fiduciary Rule change finds many financial services firms scrambling to put steps and solutions in place to help advisors affected by...
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NEW YORK, Feb. 04, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced Meghan McCartan as a new addition to their executive...
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NEW YORK, Dec. 15, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle,...