FolioDynamix, a US-based provider of web-based technology for managing the full wealth management lifecycle, has added Morningstar’s portfolio analysis and comparison tools to its wealth management technology platform.
The selection of Morningstar tools will further enhance the robust investment proposal generation capabilities of the FolioDynamix platform.
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Additionally, FolioDynamix will add Morningstar tools into its proposal generation engine, FDx Propose, to boost advisors ability to evaluate clients’ investment portfolios by running side-by-side comparison reports of various portfolio allocation options.
The company said that FDx Propose will enable advisors to accelerate individual and household-level investment proposal generation through a web-based interface.
The integration will also allow advisors to view the aggregate portfolio-level data and compare key metrics between two different portfolios.
FolioDynamix Chairman and CEO Joseph Mrak said: "The addition of the Morningstar X-Ray and Portfolio Comparison tools further strengthens our capabilities in proposal generation and reporting. This will help advisors make more informed portfolio allocation decisions and enable them to communicate more effectively with prospects and clients to accelerate business growth."
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