NEW YORK -- (BUSINESS WIRE) -- FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Robert Moore, president of LPL Financial, and Robert Johnson, director of Economic Analysis for Morningstar, will be featured keynote speakers at its annual client conference, being held September 16-18, 2013 at the Four Seasons Resort in Scottsdale, Arizona.
FolioDynamix is the only vendor to offer a truly-unified enterprise wealth management technology platform that supports the entire fee-based advisory lifecycle – propose, research, model, trade, report and govern – and its client base has grown rapidly over the past few years. The 2013 FolioDynamix Client Conference & Money Manager Forum is an annual event where FolioDynamix clients, wealth management executives and money managers come together to share insights on wealth management technology innovations and advisory trends and to network with one another.
Top highlights of the 2013 FolioDynamix Client Conference & Money Manager Forum include:
“It is rare that executives from across the top wealth management firms in the industry have the opportunity to come together live in such an interactive event, and we are thrilled to host this opportunity for our clients,” said Joseph Mrak, president and CEO of FolioDynamix. “I’d like to thank Robert Moore from LPL Financial and Robert Johnson of Morningstar for taking such an active role in this year’s conference and thank the money managers who are sponsoring the event. We expect it to be the advisory event of the year, and I look forward to the opportunity to spend quality time with FolioDynamix’ clients and partners.”
Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive cloud-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics – across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix – eliminating silos and empowering advisors with a single platform to manage all customer accounts across multiple custodians. The platform provides registered investment advisors, broker dealers, banks, custodians and wealth service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com.