Securities Service Network (SSN) has selected the FolioDynamix wealth management technology platform for its rep-directed investment programs.
According to FolioDynamix, SSN will offer full-service overlay management and advisory research managed by FDx Advisors, the registered investment advisor subsidiary of FolioDynamix.
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Additionally, SSN will roll out the FolioDynamix platform to its network of independent financial advisors nationwide.
Wade Wilkinson, president and CEO of SSN, said: "We are continuously improving the wealth management technology available for our independent advisors and look forward to rolling out this next generation platform to provide clients with the best possible service while enabling advisors to operate more efficiently.
"We expect the new technology to be well received by advisors, who will gain the ability to manage all of their accounts from a single web interface with improved visibility, more timely information and greater portfolio management flexibility."
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