FolioDynamix offers wealth servicing platforms for small and large businesses. With daily oversight of more than 3.8 million accounts, the company serves brokerage firms, registered investment advisors, asset management firms and banks. It specializes in asset allocation, manager selection, portfolio construction and full investment program management services. FolioDynamix has Independent manager research and due diligence capabilities. In addition, the company provides overlay management and custom investment program development solutions. It also offers several types of institutional asset gathering and support services. In addition, FolioDynamix provides discretionary investment management solutions. The company s FDx Advisors offers a variety of investment consultation services.

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