Securities Service Network (SSN), a US-based independent broker dealer, has selected FolioDynamix’s wealth management technology platform for its rep-directed investment programs.
Under the partnership, SSN will launch the FolioDynamix’s wealth platform under the Encompass brand which will now be available to SSN’s network of independent financial advisors nationally.
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Additionally, SSN advisors will also have access to turnkey unified managed account (UMA), mutual fund wrap (MFW) and exchange traded fund (ETF) products with full-service overlay management and advisory research.
Wade Wilkinson, president and CEO of Securities Service Network, said: "We are excited to begin the roll out of this next generation technology platform to our independent advisor network. The new technology was well received by advisors at our recent annual conference.
"Since a large majority of our reps act as portfolio managers, they will now have a streamlined system to manage all of their accounts from a single web interface with improved visibility, more timely information and greater portfolio management flexibility," he added.
Joseph Mrak, chairman and CEO of FolioDynamix, said: "By providing SSN with innovative technology and managed solutions, we look forward to helping the company accelerate the growth of its business and continue to deliver exceptional service to its nationwide network of investment advisors."
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