FolioDynamix and FDx Advisors Release Research and Investment Model Selection Performance Scorecards in Support of Wealth Management Transparency

NEW YORK--(BUSINESS WIRE)--FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that its registered investment advisor (RIA) subsidiary, FDx Advisors, is releasing quarterly performance scorecards on its research and investment model selection. The scorecards provide wealth management firms with transparency into FDx Advisors own research performance and reflect the company’s ability to successfully select a diverse, skilled set of money managers and products.

“FDx Advisors was formed as a subsidiary of FolioDynamix to provide clients with institutional-quality research and open architecture investment strategies”

FDx Advisors enables wealth management firms to offer open architecture strategies to advisors via the FDx Connect model exchange hub and FDx Research portal, both of which complement FolioDynamix’ full wealth management technology platform. FDx Advisors hand selects money managers and specific investment models for participation on its model exchange hub only after significant screening and due diligence, using state-of-the-art screening technology. FDx is unique in its ability to filter out research – emphasizing quality over quantity – and select highly skilled money managers.

“Our company is unique in its focus on stringent research and two-way due diligence of money managers, which includes both upfront screening in the selection process as well as ongoing monitoring of performance to ensure managers are delivering to expectations,” said Shari Hensrud-Ellingson, chief investment officer for FDx Advisors. “By publishing scorecards on our own performance with respect to our research and money manager selections, we are setting a new standard for the industry, providing transparency to our client base and further demonstrating our commitment to unbiased, high-quality research and investment model offerings.”

“FDx Advisors was formed as a subsidiary of FolioDynamix to provide clients with institutional-quality research and open architecture investment strategies,” said Joseph Mrak, president and CEO of FolioDynamix. “Wealth management firms can benefit from FDx Research and FDx Connect independently as extensions to their current offerings, or deploy them as a seamless part of the FolioDynamix wealth management technology platform for full lifecycle wealth servicing and a single view of all of their fee-based accounts. FolioDynamix is committed to helping firms modernize their wealth management technology and program offerings while delivering the transparency they need to more efficiently and effectively grow their business.”

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 FDx Advisors

FDx Advisors, the registered investment advisor arm of FolioDynamix, brings together institutional-quality manager research services, investment consulting services and discretionary investment solutions that enable clients to successfully establish and maintain an open-architected wealth management program. FDx Advisors excels in delivering sophisticated investment programs with a simplicity that frees wealth management firms to focus on the quality of their client solutions and the growth of their business. Visit www.foliodynamix.com/advisory.