FolioDynamix

With offices in New York and Sacramento, FolioDynamix is changing the way sponsors, managers and advisors conduct business, efficiently and productively, in wealth management.  FolioDynamix offers the only seamless, scalable singular solution for any fee-based product across the entire lifecycle of the account.  With daily oversight of more than 5 million accounts, FolioDynamix is recognized as the industry’s leader for wealth servicing innovation, platform technology modernization, as well as the singular provider of true end-to-end sponsor platform enablement.