19 December 2014

Securities Service Network deploys FolioDynamix wealth management platform

11 August 2014  |  830 views  |  0 Source: FolioDynamix

FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Securities Service Network (SSN), a leading independent broker dealer, has deployed the FolioDynamix wealth management technology platform for its rep-directed investment programs.

SSN has branded the platform Encompass, and it is now available to SSN’s network of independent financial advisors nationwide.

“We are excited to begin the roll out of this next generation technology platform to our independent advisor network,” stated Wade Wilkinson, president and CEO of Securities Service Network. “The new technology was well received by advisors at our recent annual conference. Since a large majority of our reps act as portfolio managers, they will now have a streamlined system to manage all of their accounts from a single web interface with improved visibility, more timely information and greater portfolio management flexibility. FolioDynamix proved to be a great partner during the implementation, and we were pleased with the flexibility we had in tailoring the platform to fit our unique needs.”

“We are happy to have Securities Service Network up and running on our platform,” said Joseph Mrak, chairman and CEO of FolioDynamix. “By providing SSN with innovative technology and managed solutions, we look forward to helping the company accelerate the growth of its business and continue to deliver exceptional service to its nationwide network of investment advisors.”

In the future, SSN advisors will also have access to turnkey unified managed account (UMA), mutual fund wrap (MFW) and exchange traded fund (ETF) products with full-service overlay management and advisory research. 

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