FolioDynamix
FolioDynamix's FDx SingleSight™ provides a comprehensive wealth management technology platform to help advisors and wealth management firms operate more efficiently, lower risk and improve client services. The platform includes configurable modules for proposal generation, research, investment model management, trading and rebalancing, performance reporting and governance.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Learn more:
    Learn More