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November 02, 2016 16:03 ET | Source: FolioDynamix

FolioDynamix Announces Acquisition of Summit Advisor Solutions

NEW YORK, Nov. 02, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the acquisition of the assets of Summit Advisor...
March 15, 2016 09:00 ET | Source: FolioDynamix

FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change

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...
September 01, 2015 09:00 ET | Source: FolioDynamix

Securities Service Network Expands Encompass Program on FolioDynamix Wealth Management Technology Platform

NEW YORK, Sept. 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Securities Service Network (SSN), a wholly...
August 10, 2015 11:00 ET | Source: FolioDynamix

FolioDynamix Adds Investment Solutions Executive, Announces Wealth Management Program to Assist Curian Capital Clients

NEW YORK, Aug. 10, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced an enhanced program targeted to registered...