Grow Your Business With Institutional-Quality Portfolio Allocation Strategies.
To attract and retain the best clients and the best investment advisors, you need high-quality programs. Compiling portfolio allocation strategies requires a great deal of due-diligence and oversight – and time and resources you may not have.
FDx Advisors makes it easier for you by providing the platform you need to outsource non-revenue generating activities and enable your advisors to spend more time on client acquisition and business growth.
Our strategic portfolio allocation program – FDx Advisors VisX – is designed to offer banks, RIAs and broker dealers an array of strategies that include unified managed accounts (UMAs), exchange-traded funds (ETFs), mutual funds and combinations of these for growth and income objectives. VisX offers an array of over 50 portfolio allocation strategies that you can add to your line-up of offerings, complemented by robust proposal generation technology that enables you to win new clients.
FDx Advisors VisX gives you the ability to quickly add institutional-quality investment offerings to your wealth management business with low overhead and immediate roll out.
Grow your business by focusing on the things that matter most. Contact FDx Advisors today to learn more about VisX portfolio allocation strategies and the FDx Advisors wealth management platform.