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NEW YORK, Sept. 28, 2016 -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s operations, client services and implementation teams. FolioDynamix will tap Linda’s years of experience driving operational expertise, the hire is meant to send a clear signal that FolioDynamix is continuing to put client satisfaction front and center—from day one through the life of the relationship.
Linda was the founder of B-Ready Outsourcing Solutions, which provided highly specialized virtual reporting services and strategic operational consulting services to registered investment advisors. In 2010, B-Ready was acquired by Envestnet, where Linda has worked since. There, she helped advisors analyze important technology and operational outsourcing decisions, and continued to build a strong reputation for expertise in operations, technology and data management.
“We believe strongly that we are more than a single sale solution—we want our clients to understand they are buying into a long-term relationship and a process of collaborative, mutual improvement,” says Steve Dunlap, president of the firm. “We created that unconventional title to be clear about the primary mission of the job. FolioDynamix will continue to raise the bar to provide the highest level of ongoing client support in the industry.”
FolioDynamix is working to develop solutions to enable clients to stay ahead of the upcoming DOL Fiduciary Rule and has been in the news lately in reference to its focus on the concept of “Fiborg”—the idea that the best advisors will succeed by enhancing their own practice with technology that will help to deliver their service, and even their personality, in digital, scalable, and collaborative form. Dunlap, at the recent FolioDynamix Client Conference, introduced the “Fiborg Constellation,” an integrated technological ecosystem of proprietary, enterprise-class technology and best-of-breed technology partners that advisors can leverage to help with both the challenges of meeting DOL requirements and to drive business growth.
“I think the solutions and the ideas that are propelling FolioDynamix forward are groundbreaking and exciting,” said Bready, when asked about her motivation for joining the firm. “I’m looking forward to jumping in and working with the great people I’ve meet while exploring this new opportunity.”
About FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq:ACTA). Visit www.foliodynamix.com. Follow us on Twitter @foliodx.
Press Contact: Meghan McCartan +1 201-605-1926 [email protected]
