FolioDynamix has announced that Horizon Investments has selected the FolioDynamix wealth management technology platform.
Horizon Investments, a registered investment advisory (RIA) firm servicing broker dealers and RIAs, will leverage the FolioDynamix wealth management platform for both centralized and rep-directed UMA programs.
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Robbie Cannon, president and CEO of Horizon Investments, said: "Horizon Investments prides itself on partnering with broker dealers and registered investment advisors to offer innovative investment programs that meet the unique needs of each firm. We selected the FolioDynamix wealth management platform for the flexibility it gives us in developing differentiated investment programs and for its inherent scalability and ease of deployment to large numbers of advisors. We look forward to growing our UMA programs with FolioDynamix as the foundation."
Joseph Mrak, chairman and CEO of FolioDynamix, said: "We are excited to bring Horizon Investments onboard and support them in launching innovative new wealth management programs. Horizon and FolioDynamix share common goals related to exceptional client service, unified technology and next generation advisory programs so we are well aligned for success. We look forward to our partnership and helping Horizon Investments grow its centralized and rep-directed UMA investment program offerings."
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