NEW YORK--()--FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, today announced it has partnered with Broadridge Financial Solutions’ (NYSE: BR) Forefield business, a leading provider of premier financial planning knowledge and institutional solutions, to seamlessly integrate Forefield Advisor into the FolioDynamix wealth management technology platform. The integration with Forefield Advisor strengthens FolioDynamix’ unified wealth management platform to help wealth management firms and advisors improve efficiency, accelerate client acquisition and manage accounts more effectively.
“Acquiring and retaining clients is a top priority for wealth management firms and advisors”
“Combining Forefield Advisor content with the FolioDynamix Platform creates a more powerful and valuable experience for wealth management firms,” said John Bracco, Vice President, National Sales Manager, Forefield.
Forefield Advisor is a set of sales, education, and client communication tools that enables financial advisors to deliver current and concise resources to their clients. Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 50+ interactive calculators, and over 400 presentations. Resources are continuously updated to reflect current legislation and industry trends.
“Acquiring and retaining clients is a top priority for wealth management firms and advisors,” said Joseph Mrak, president and CEO of FolioDynamix. “The FolioDynamix wealth management platform is designed to support that goal with leading-edge proposal generation, seamless account oversight and management and world-class reporting and performance management tools. The addition of client communication tools and content from Forefield further strengthens our capabilities in this area and will be a great asset to our clients.”
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.
Acquired by Broadridge (NYSE:BR) in 2010, Forefield operates at the intersection of leading-edge financial planning and state-of-the-art technology. Our team spans financial practitioners and legal experts including CFAs, CFPs, ChFCs, CPAs, and attorneys; content specialists utilizing a highly structured process designed to ensure accuracy; and veteran software architects and developers delivering innovative applications, infrastructure, and integration solutions. Today, Forefield is the leading provider of premier financial planning knowledge and institutional solutions that enable financial institutions and their advisors to better serve customers. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, consistent, and customized. Forefield offers numerous complementary products that enable financial institutions to build and enhance trusted relationships, increase revenues, and improve operational efficiency. Visit www.forefield.com or www.broadridge.com for more information.