FolioDynamix, a provider of web-based technology for managing the full investment and wealth advisory lifecycle, has partnered with its RIA subsidiary FDx Advisors to launch its portfolio allocation strategies.

Known as FDx Advisors VisX, the strategic program will offer banks, RIAs and broker dealers a range of portfolio allocation strategies including unified managed accounts (UMAs), exchange traded funds (ETFs), mutual funds and blends of these for income and growth objectives.

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The program will also provide portfolio allocation strategies to wealth management firms.

In addition, the program will complement FolioDynamix’s current lineup of market-leading wealth management technology, investment research, due diligence and investment model selections.

Shari Hensrud-Ellingson, CIO for FDx Advisors and FolioDynamix, said: "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.

"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. We see this program as a complement to and a logical extension of our third-party manager reviews," he added.

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Joseph Mrak, chairman and CEO of FolioDynamix, said: "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."