Instagram Outage Disrupts Thousands of U.S. Users 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
Australian Scandium Project Backed by Richard Friedland Poised to Support U.S. Critical Minerals Stockpile 
Ford and Geely Explore Strategic Manufacturing Partnership in Europe 
SpaceX Pushes for Early Stock Index Inclusion Ahead of Potential Record-Breaking IPO 
Baidu Approves $5 Billion Share Buyback and Plans First-Ever Dividend in 2026 
Anthropic Eyes $350 Billion Valuation as AI Funding and Share Sale Accelerate 
Uber Ordered to Pay $8.5 Million in Bellwether Sexual Assault Lawsuit 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
Toyota’s Surprise CEO Change Signals Strategic Shift Amid Global Auto Turmoil 
SoftBank Shares Slide After Arm Earnings Miss Fuels Tech Stock Sell-Off 
Prudential Financial Reports Higher Q4 Profit on Strong Underwriting and Investment Gains 
TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
Nvidia, ByteDance, and the U.S.-China AI Chip Standoff Over H200 Exports 
OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering 
Missouri Judge Dismisses Lawsuit Challenging Starbucks’ Diversity and Inclusion Policies 
NEW YORK, July 18, 2017 -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced a bridge for the communication gap between investment managers, overlay portfolio managers and model program sponsors. Amidst the industry’s effort to centralize and standardize a messaging hub for model use, the FolioDynamix Model Exchange presents a solution for all to use.
FolioDynamix Model Exchange introduces a solution designed for both large enterprise firms and smaller RIA’s seeking access to a large list of institutional quality managers, at no fee to program sponsors. The Model Exchange can also be configured to include access to FolioDynamix’s market-leading research.
“We’re proud to continue to deliver this level of innovation to the industry, especially without a true standard established in the marketplace,” Joe Mrak, CEO of FolioDynamix, said. “We have been providing a hub to our managers and clients for over a decade, and it is time to offer it up to all that want to take advantage of our network of more than 700 model-based products. We are experts in model delivery and can offer up the hub at no direct cost to program sponsors.”
FolioDynamix continues to support the Money Management Institute’s efforts to develop a “hub of hubs” for the wealth management industry, and intends to integrate with it upon completion. Meanwhile, many firms currently integrate models through the FolioDynamix Model Exchange, a proven and time-tested investment model hub developed over the past decade. This platform will be maintained separately to help foster greater synergy and collaboration across the industry.
FolioDynamix handles all rotational issues, fees and manager reporting. The company continues to expand the number of managers currently connected to the Model Exchange and is actively growing the number of users. For more information on how to leverage the service, visit www.foliodynamix.com.
ABOUT FOLIODYNAMIX
FolioDynamix is leading the evolution of the wealth management experience, with an integrated end-to-end technology solution paired with a suite of advisory services including model portfolios, institutional quality manager research and overlay management. 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 secure cloud-based solution. FolioDynamix is an Actua company (Nasdaq:ACTA). Visit www.foliodynamix.com.
Contact: FolioDynamix Dan Ciavarella, EVP 201-500-5408 [email protected]
