Expand Your Investment Programs and Gain Insight on Ways to Improve the Performance of Your Wealth Management Business.
FDx Advisors is a registered investment advisor (RIA) firm that specializes in helping wealth management firms improve the quality of research, investment models and advisory programs they offer. We can help your wealth management business become more competitive, attract more clients and grow assets under management
FDx Advisors brings together institutional-quality manager research services, investment consulting services and discretionary investment solutions that enable you to successfully establish and maintain an open-architected wealth management program. FDx Advisors excels in delivering sophisticated investment programs with a simplicity that frees you to focus on the quality of the client solution and the growth of your business.
FDx Advisors is a subsidiary of FolioDynamix – a leader in unified wealth management technology for the full wealth management lifecycle. If you are already a FolioDynamix technology client or choose to deploy the FolioDynamix wealth management platform in the future, your access to FDx Advisors research, overly management services and screened money managers will become seamlessly integrated with the technology platform.
Let us help you improve and grow your wealth management business – contact FDx Advisors today.