NEW YORK, May 10, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and
advisory services, announces that its platform was recognized by Financial Technology Forum’s FTF News Technology Innovation Awards in the Best Cutting-Edge Solution category. This award
recognizes the solutions provider that is committed to developing innovative financial technology solutions for middle- and
back-office operations. Groundbreaking, standalone offerings and cutting-edge combinations of new and established technologies were
considered for this award.
“This award is a testament to the team’s dedication to transforming the wealth management industry with a truly unified platform
that enables the entire wealth management lifecycle,” said Joe Mrak, CEO of FolioDynamix. “We’re honored to be recognized by FTF
for being an innovator in this transformation. This is especially timely as we launch FolioDynamix 8.0, which demonstrates our
ability to stay on the cutting edge with a completely revamped interface, designed around improving the user experience and
empowering advisors.”
FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth
management technology platform for managing the full wealth management lifecycle across all account types, including unified
managed account (UMA) and unified managed household (UMH) programs.
“One of our advantages as a flexible and entrepreneurial firm is our ability to quickly adapt to market demands and look ahead
to anticipate client needs,” says Steve Dunlap, president and COO of FolioDynamix. “An example: the solutions we are building to
help firms and advisors succeed under the new fiduciary rule, which synch advisory options with technology. Only by staying on the
cutting edge can we all continue to evolve.”
The FTF News Awards celebrate and recognize the professionals, financial technology vendors, service providers, industry bodies
and regulators that have made significant strides and noteworthy achievements in operational excellence during 2015.
About FolioDynamix
FolioDynamix offers the most comprehensive web-based wealth management technology platform for managing the full advisory lifecycle
– proposal generation, research, model management, portfolio accounting, trade order management, reporting, and performance
analytics. The FolioDynamix platform is truly unified to eliminate silos and empower advisors with a single platform to manage all
customer accounts. FolioDynamix provides registered investment advisors, banks, broker dealers, custodians and wealth service
providers with leading-edge technology to attract and retain advisors, accelerate client acquisition and gain visibility across all
assets under management. The results are improved efficiency, stronger compliance, enhanced client service and faster growth.
FolioDynamix is an Actua company (Nasdaq:ACTA). Visit www.foliodynamix.com. Follow us on Twitter @foliodx.
Press Contact: Meghan McCartan +1 201-605-1926 meghan.mccartan@foliodx.com
