FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Raymond James has deployed the proposal generation module of its comprehensive wealth management software platform. Raymond James is deploying FDx Propose to all of its advisors nationwide as the standard system for client proposal generation for managed business.
FolioDynamix was formed to offer broker dealers, banks, service providers and advisors an alternative to pieced-together legacy technology and information gaps. The result is a modern, web-based solution that allows clients to choose the capabilities that are critical to them, configure the solution to their unique needs and gain access to a complete software suite for managing the full wealth management lifecycle – all on a single platform.
"Raymond James is one of the largest wealth management service providers and registered investment advisory firms in the United States, and we are extremely pleased to have gained them as a client," said Joe Mrak, president and CEO of FolioDynamix. "We pride ourselves on customer service and technology innovation, with the goal of giving our clients the modern solutions they need to be successful and gain a competitive edge in the wealth management industry."
About FolioDynamix
Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics – across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix – eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com.
About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. have approximately 5,400 financial advisors serving 2 million accounts in 2,400 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $270 billion, of which approximately $35 billion are managed by the firm's asset management subsidiaries.
Contacts:
FolioDynamix
Vickie Nutter, +1 916-288-6404
vickie.nutter@foliodx.com
