FolioDynamix, a US-based provider of wealth management technology and advisory services, has introduced a new investor portal that allows wealth management firms to offer their clients access to performance reports and portfolio information.
Through this portal, wealth management firms leveraging the FolioDynamix wealth management platform can provide clients with on-demand, secure-cloud access to information related to their accounts, investment strategy and portfolio performance.
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The portal will enable advisors to enhance transparency and actively work with clients on portfolio management and investment allocation decisions, building greater trust and relationship with clients.
The portal also features data visualization, easy-to-use, web-based interface, multi-layer views into portfolio details, secure client document delivery and storage, enterprise scalability and support as well as bank-grade security and encryption.
FolioDynamix chairman and CEO Joseph Mrak said: "The FolioDynamix platform is designed to support the full wealth management lifecycle and empower advisors with the tools they need to effectively win and service investment clients.
"Our client-centric approach starts with proposal generation and onboarding and closes the loop with robust client reporting and a powerful self-service investor portal.
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By GlobalData"FolioDynamix enables wealth management firms to give advisors access to institutional-quality research and next generation portfolio management technology while also delivering a compelling and unique client experience – all through a single enterprise platform."
