FolioDynamix

Founded in 2007, FolioDynamix provided an end-to-end, cloud-based technology solution for wealth management. Its platform integrated portfolio management, trading, reporting, and advisory services to streamline workflows for broker-dealers, banks, and registered investment advisors (RIAs). The company aimed to offer a single, comprehensive platform that covered the entire client lifecycle from proposal generation to performance reporting. In September 2017, it was announced that FolioDynamix would be acquired by Envestnet, a leading provider of intelligent systems for wealth management. The acquisition was completed, and FolioDynamix's technology, services, and team have since been fully integrated into the broader Envestnet wealth management platform.