Wealth and Investment Management Made Seamless
VisX is FDx Advisors’ proprietary asset allocation program which builds multi-asset portfolios of Model SMA, Mutual Fund and/or ETF vehicles for accounts of varying size and risk tolerance. VisX merges FDx Advisors’ institutional-quality manager research and investment consulting services into straightforward turnkey investment solutions.
VisX Investment Process
Continuous monitoring overseen by FDx Advisors’ Asset Allocation Committee with input from the Investment Research Group.
Scalable Solutions On-Point With Market Trends
FolioDynamix offers a scalable solution with flexible options and the ability for you, as an advisor, to take as much or as little control as you wish. Leverage our solutions for manager due diligence, rebalancing, and trading with wide access to the mutual funds, ETFs, and UMAs you are likely already using.
VisX Asset Allocation Model
Enhance the number of investment solutions available to your clients in a simple-to-use turnkey format.
Find out more about Gateway, which offers low-cost solutions for smaller accounts