Raymond James has deployed the proposal generation module of FolioDynamix’s comprehensive wealth management software platform.
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They will also deploy FolioDynamix Propose to all of its advisors nationwide as the standard system for client proposal generation for managed business.
Joe Mrak, president and CEO of FolioDynamix commented, "Raymond James is one of the largest wealth management service providers and registered investment advisory firms in the United States, and we are extremely pleased to have gained them as a client."
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