sponsored by:

FolioDynamix


Company info:

Top Executive: Joseph Mrak
http://www.foliodynamix.com/
212-362-1348
52 Vanderbilt Ave 18th FL
New York, NY

RIA department info:

Contact: Shari Hensrud
FDx Advisors
(916) 288-6451

Etcetera:

  • 85 FTEs
  • Founded in 2007

Related listings:

FolioDynamix
filed under: Portfolio Management System, TAMP, Trading/Rebalancing


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LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's

The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings

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