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We believe very strongly in collaborating on an ongoing basis with every client, to help them innovate and improve their own processes. This allows clients to leverage the components that work for them-AND, these components can work as a standalone which is not always the case with other bundled products (sometimes, you just want ONLY what you want!) Additionally, our culture and support model are huge differentiators for us. What makes it better than all its competitors? One competitive advantage is the unbundled nature of our solution. The modular, seamless and scalable technology platform of FolioDynamix is quickly becoming the modern-day platform of choice for firms seeking to grow and lead in the new era of wealth management. ![]() How will your product or service advance the wealth management experience or industry? Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution. As we move toward a cashless society and payments become less visible, PayThink provides payments executives with forward-thinking ideas and strategies to ensure banks maximize their opportunities to become the default payment method, and keep abreast of innovations in credit scoring, faster payments, analytics, security and fraud detection.Ĭompany Name FolioDynamix What does it do? FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options.
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