Ziegler Wealth Management has selected FolioDynamix’s turnkey asset management platform and advisory services.
FolioDynamix, which offers web-based wealth management technology platform, said that its platform will provide Ziegler with a single interface and unified processes for proposal generation, research, investment model management and trade order management.
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FolioDynamix will be deployed as a turnkey asset management platform (TAMP), replacing legacy technology.
FDx Advisors, the registered investment advisor affiliate of FolioDynamix, will offer institutional-quality investment research, overlay management and outsourced chief investment officer (OCIO) services.
Ziegler Wealth Management head and senior managing director Robert Moats said: "Deploying a single, unified technology platform across all of our managed accounts will provide us with greater operational efficiency and give our advisors access to next generation portfolio management tools to better service clients.
"The research and overlay services will enable us to offer our clients an array of investment products and help our advisors build well-rounded portfolios, customized to each client’s unique needs. The FolioDynamix platform will also give us the flexibility we need to expand our rep-directed and rep-as-advisor programs."
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By GlobalDataFolioDynamix chairman and CEO Joseph Mrak said; "We are extremely pleased that Ziegler selected the FolioDynamix wealth management platform and we look forward to helping them grow their business."
