NEW YORK--(BUSINESS WIRE)--FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced a partnership with Interactive Data to incorporate its Market-QSM market data solution into the FolioDynamix wealth management platform. Integration is planned for summer 2014.
The availability of Market-Q within the FolioDynamix platform will give investment advisors additional tools designed to support asset allocation, portfolio trading and rebalancing, as well as other critical activities across the full wealth management lifecycle. Integrated through single sign-on within the FolioDynamix platform, Market-Q requires no software to install or maintain, which helps clients contain their data and infrastructure expenses.
“We believe that the winning combination of Market-Q and FolioDynamix will help advisors to more effectively manage workflows and make better informed decisions about how to structure and manage portfolios and serve their clients,” said Bill Chambers, Vice President and General Manager for Wealth Management Solutions at Interactive Data.
“FolioDynamix prides itself on providing advisors with a comprehensive platform that spans the full wealth management lifecycle and delivers the depth and breadth of information needed to make the right investment decisions for their clients,” said Joseph Mrak, Chairman and CEO of FolioDynamix. “Market-Q provides instant access to real-time pricing, corporate actions and dividend history, and delivers global data from more than 125 exchanges across a wide range of asset classes. Market-Q’s ease of integration, coupled with its wide range of data and functionality, provides the flexibility that wealth management firms seek today.”
About FolioDynamix
Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-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. The platform provides registered investment advisors, broker-dealers, banks, custodians and 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. Follow us on Twitter @foliodx.
About Interactive Data
Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data's offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data has over 2,500 employees in offices worldwide.
