SYS-CON MEDIA Authors: Liz McMillan, Yeshim Deniz, Elizabeth White, Pat Romanski, Ian Khan

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FolioDynamix Launches VisX Portfolio Allocation Strategies, Further Extending FDx Advisors Offerings

FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle, today announced that it will offer portfolio allocation strategies through FDx Advisors, the company’s registered investment advisor (RIA) affiliate. The strategic program, branded FDx Advisors VisX, is designed to offer banks, RIAs and broker dealers an array of portfolio allocation strategies that will include unified managed accounts (UMAs), exchange traded funds (ETFs), mutual funds and blends of these for income and growth objectives. The initial launch will include over 50 allocation strategies. The FDx Advisors VisX program complements FolioDynamix’ existing lineup of market-leading wealth management technology, investment research, due diligence and investment model selections.

“FDx Advisors prides itself on the rigorous performance standards we set for our research and the extensive due diligence we undertake on investment manager products,” said Shari Hensrud-Ellingson, chief investment officer for FDx Advisors and FolioDynamix. “To date, we have leveraged our research and due diligence to make third-party models available to our clients via our web-based FDx Connect model exchange hub and the FDx Research portal. Based on client demand, we are now launching the FDx Advisors VisX program to deliver an array of portfolio allocation strategies to wealth management firms seeking this guidance. We see this program as a complement to and a logical extension of our third-party manager reviews.”

“As FolioDynamix has grown its client base in the bank trust and RIA markets, our clients are increasingly looking to us to offer portfolio allocation recommendations,” said Joseph Mrak, chairman and CEO of FolioDynamix. “We see the launch of VisX as the next logical step in expanding our FDx Advisors business and a strong complement to our comprehensive wealth management technology platform. Firms are looking for a truly unified platform – technology, research, due diligence and strategy – to rapidly grow their wealth management business. FolioDynamix is helping them achieve that goal.”

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 registered investment advisors, 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. Follow us on Twitter @foliodx.

About FDx Advisors

FDx Advisors, a subsidiary of FolioDynamix, is a registered investment advisor (RIA) firm that specializes in helping wealth management firms improve the quality of research, investment models and advisory programs they offer. FDx Advisors provides extensive due diligence, investment manager product selections and portfolio allocation strategies, helping wealth management firms become more competitive, attract more clients and grow assets under management. Visit www.fdxadvisors.com for more information.

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