FolioDynamix has teamed up with Interactive Data to include its Market-QSM market data solution into FolioDynamix’s wealth management platform.
The incorporation of Market-Q within the FolioDynamix platform will provide investment advisors with tools to support asset allocation, portfolio trading and rebalancing, as well as other activities across the wealth management lifecycle.
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The partnership with Interactive Data’s market data will boost advisor decision support capabilities in the FolioDynamix platform.
Additionally, the integration of Market-Q with FolioDynamix requires no software to install or maintain, which helps clients contain their data and infrastructure expenses.
FolioDynamix said that the integration is scheduled for summer this year.
Bill Chambers, vice president and general manager for wealth management solutions at Interactive Data, said: "We believe that the winning combination of Market-Q and FolioDynamix will help advisors to more effectively manage workflows and make better informed decisions about how to structure and manage portfolios and serve their clients."
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By GlobalDataJoseph Mrak, chairman and CEO of FolioDynamix, said: "Market-Q provides instant access to real-time pricing, corporate actions and dividend history, and delivers global data from more than 125 exchanges across a wide range of asset classes. "
