Bell State Bank & Trust’s wealth management unit has selected FolioDynamix’s wealth management technology platform.
Under the alliance, FolioDynamix will offer Bell with a single interface and unified processes for proposal generation, investment model management, trading and rebalancing.
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Additionally, the bank’s wealth management unit has also deployed FDx Advisors, the RIA subsidiary of FolioDynamix, for investment research, due diligence and unified managed account (UMA) programs.
Patrick Chaffee, COO of Bell State Bank & Trust’s wealth management division, said: ""Deploying next-generation technology across all accounts will provide us with greater insight, a more productive investment management environment and more time to spend on the strategic aspects of working with clients.
"In addition, the investment modeling capabilities of the platform will enable us to scale up our business and expand our use of model portfolios," he added.
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