FolioDynamix is to offer portfolio allocation strategies through FDx Advisors, the company’s registered investment advisor (RIA) affiliate.
The strategic programme, branded FDx Advisors VisX, is designed to offer banks, RIAs and broker dealers an array of portfolio allocation strategies that will include unified managed accounts (UMAs), exchange traded funds (ETFs), mutual funds and blends of these for income and growth objectives.
The initial launch will include over 50 allocation strategies. The FDx Advisors VisX programme complements FolioDynamix’ existing line-up of wealth management technology, investment research, due diligence and investment model selections.
“FDx Advisors prides itself on the rigorous performance standards we set for our research and the extensive due diligence we undertake on investment manager products,” says Shari Hensrud-Ellingson, chief investment officer for FDx Advisors and FolioDynamix. “To date, we have leveraged our research and due diligence to make third-party models available to our clients via our web-based FDx Connect model exchange hub and the FDx Research portal. Based on client demand, we are now launching the FDx Advisors VisX programmr to deliver an array of portfolio allocation strategies to wealth management firms seeking this guidance. We see this programme as a complement to and a logical extension of our third-party manager reviews.”
