Coral Gables Trust Company, a provider of wealth management, estate and trust services, has selected FolioDynamix’s wealth management technology platform and advisory services for its open architecture unified managed account (UMA) program offering.
The partnership will enable FolioDynamix to offer a comprehensive wealth management technology platform, investment research, due diligence and investment manager product strategies for Coral Gables Trust’s UMA program.
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Mason Williams, SVP and CIO for Coral Gables Trust said: "Partnering with FolioDynamix’s registered investment advisor subsidiary, FDx Advisors, CGTC now adds deeper manager research, selection processes and investment products to our existing strategies, which have been governed by our Investment Committee.
We are also very excited to deploy the FolioDynamix wealth management technology platform to deliver an open architecture program that is fully-integrated at all stages of the portfolio lifecycle. The platform provides CGTC with state-of-the-art technology, and allows us to deliver a seamless and customized experience to each our clients," he added.
Joseph Mrak, CEO of FolioDynamix, said: "We look forward to helping Coral Gables Trust leverage new opportunities to better serve its clients and grow its asset base."
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