Gain Direct Access to Third-Party Managers and Investment Models Through an Online Hub.
Manager due diligence and the right product selection are time consuming processes, and gaining access to the right investment models can be difficult and expensive, but all of these are critical to your ability to develop successful open architecture programs.
FDx Advisors recognizes these challenges and in response have partnered with FolioDynamix to create FDx Connect – a unique model exchange hub service that facilitates third-party manager access, direct model sharing and portfolio statistics reporting – providing you with the backbone to easily create your own unified managed account (UMA) program.
Key features of FDx Connect include:
- Simultaneous product/strategy distribution to multiple sponsor programs
- Investment model uploading and direct exchange
- Easy-to-use search and product comparison capabilities
- Manager contracting at negotiated rates
- Fee remittance and billing
- Portfolio statistics reporting
Asset managers – Take advantage of an online model exchange portal to gain increased distribution and product visibility.
Wealth management firms and advisors – Gain faster, easier access to the investment models you need to be successful and accelerate program development to remain competitive and deliver better client performance.
Contact FDx Advisors today to find out how you can take advantage of the FDx Connect model exchange hub.