American investment bank FirstSouthwest has deployed FolioDynamix wealth management platform and advisory services for multiple investment programs.
FolioDynamix said that FirstSouthwest will leverage its FDx SingleSight technology platform across the full wealth management lifecycle of rep-managed programs, including proposal generation, modeling, trading and rebalancing, trade execution, performance reporting and billing.
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FDxAdvisors, a registered investment advisor subsidiary of FolioDynamix, will perform research, due diligence, and turnkey asset management program services for FirstSouthwest’s unified managed account (UMA) program.
FirstSouthwest senior vice president of clearing division, Todd Owen, said: "We chose the FolioDynamix platform because of its versatility and breadth of technology and investment services covering all of our investment programs. FolioDynamix was very responsive, implementing the platform in the tight timeframes we required."
FolioDynamix chief customer officer, Aaron Schumm, said: "FirstSouthwest perfectly aligns with FolioDynamix’ focus on cohesively managing the full wealth lifecycle on a common technology platform. We look forward to our partnership and helping FirstSouthwest grow its rep-managed and UMA investment program offerings."
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