Wedbush Securities, a US-based financial services provider, has selected FolioDynamix’s wealth management technology platform for deployment to its advisors.
Wedbush will deploy FolioDynamix technology for proposal generation, research, investment model management, trade order management and performance reporting as part of the Wedbush managed account offerings.
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"Wedbush prides itself on striving for the best client service possible and providing advisors with the latest wealth management technology and research they need to deliver that exceptional client service," stated Wesley Long, executive vice president and head of Private Client Services, Wedbush Securities. "We chose the FolioDynamix wealth management platform because we were impressed by its breadth of truly integrated wealth management technology capabilities, the configurability of the platform and the firm’s commitment to our success."
"We are pleased to welcome Wedbush to the FolioDynamix client family," said Joseph Mrak, president and CEO of FolioDynamix. "Our selection by Wedbush further demonstrates that FolioDynamix has emerged as the leading unified wealth management platform option due to our ability to address the full wealth management lifecycle across the enterprise with a single integrated, scalable platform. We are committed to ensuring FolioDynamix remains at the forefront of wealth management platform innovation and continues to help the top wealth management firms in the nation grow their investment advisory businesses."
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