In focus · trending topic

wealth management technology

8 stories · following the connections

FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution

By Nasdaq OMXNov 16, 2016, 3:00 PM UTC

FolioDynamix Announces Acquisition of Summit Advisor Solutions

By Nasdaq OMXNov 2, 2016, 8:03 PM UTC

FolioDynamix Focuses On Evolving Product Strategy Ahead of DOL Fiduciary Rule Deadlines

By Nasdaq OMXOct 20, 2016, 3:08 PM UTC

FolioDynamix Named Best Digital Solution

By Nasdaq OMXOct 3, 2016, 1:01 PM UTC

FolioDynamix Continues Executive Talent Acquisition with Addition of Operations, Customer Service Expert Linda Bready

By Nasdaq OMXSep 28, 2016, 1:00 PM UTC

FolioDynamix Increases Sales Presence in Key Markets

By Nasdaq OMXSep 7, 2016, 2:56 PM UTC

FolioDynamix Hosts April 26 Webinar to Help Firms Prepare for DOL Fiduciary Rule Change

By Nasdaq OMXApr 11, 2016, 1:00 PM UTC

Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer

By Nasdaq OMXJan 19, 2016, 2:02 PM UTC