The new offering has bundled products and services hosted in the Cloud for turnkey deployment to the RIA community that will enable independent RIAs, small bank trusts and family offices to enhance their investment offerings attract new clients and accelerate business growth, claims the company.
FDx RIA Basic, Expanded and Premium are the new RIA offerings by FolioDynamix and they will give firms a fast path to establishing a unified managed account (UMA) program.
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FDx RIA Basic is a turnkey access to FDx Connect, FolioDynamix’ cloud-based model exchange hub, populated with over 125 institutional investment manager models.
FDx RIA Expanded is a turnkey access to the FDx Connect model exchange hub with pre-populated models, plus unlimited access to the FDx Research portal.
Joseph Mrak, president and CEO of FolioDynamix, remarked: "FolioDynamix is giving RIAs a fast path to institutional-quality investment products and technology with virtually no overhead, in a hosted environment that shortens the rollout time to days."
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