FolioDynamix

As a leader in advisory services, we deliver an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. 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 cloud-based solution.FolioDynamix is now Envestnet. Joining the Envestnet family further expands and enhances our robust, integrated suite of products and services for enterprises and financial advisors. To learn more about Envestnet, visit www.envestnet.com or follow us on Twitter @ENVIntel.