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SSN goes live on FolioDynamix wealth management technology platform

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Securities Service Network (SSN) has deployed the FolioDynamix wealth management technology platform for its rep-directed investment programmes.

SSN has branded the platform Encompass and it is now available to SSN’s network of independent financial advisors.
 
“We are excited to begin the roll out of this next generation technology platform to our independent advisor network,” says 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,” says 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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