Tagged: foliodynamix

In Wake Of DOL’s Fiduciary Rule: Fintech Firms FolioDynamix & Apex Clearing Announce Partnership to Deliver Next Generation of Automated Investment Advice

On Thursday, FolioDynamix announced its partnership with Apex Clearing to usher in a new wave of customer-centric investment technology in the wake of the Department of Labor’s Fiduciary Rule. The collaboration of the two fintech companies reportedly combines turnkey investment technology from FolioDynamix with automated and expedited… Read More

Docupace Technologies & FolioDynamix Announce Strategic Relationship

Wealth management technology provider FolioDynamix and financial services information technology company Docupace Technologies, LLC announced today a strategic relationship that will integrate two of the industry’s most innovative technologies to deliver a turn-key straight-through processing solution to the wealth management industry for new account openings…. Read More

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