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Bell State Bank & Trust rolls out UMA programme on FolioDynamix platform


Bell State Bank & Trust’s wealth management division has deployed the FolioDynamix wealth management technology platform.

The technology platform provides Bell with a single interface and unified processes for proposal generation, investment model management, trading and rebalancing.
In addition, Bell State Bank & Trust’s wealth management division has engaged FDx Advisors, the registered investment advisory affiliate of FolioDynamix, for investment research, due diligence and unified managed account (UMA) programmes.
“Bell State Bank & Trust has a history of unwavering commitment to its clients, including providing the latest investment offerings and personalised service,” says Patrick Chaffee, chief operating officer of Bell State Bank & Trust’s wealth management division. “Deploying next-generation technology across all accounts will provide us with greater insight, a more productive investment management environment and more time to spend on the strategic aspects of working with clients. In addition, the investment modelling capabilities of the platform will enable us to scale up our business and expand our use of model portfolios. FolioDynamix proved to be a great partner during the implementation, and we were able to get the platform up and running in less than three months.”
“We are extremely pleased that Bell State Bank & Trust selected FolioDynamix as the foundation for its new wealth management technology platform and UMA programmes,” says Joseph Mrak, chairman and CEO of FolioDynamix. “Our ability to provide a truly unified enterprise platform for the full wealth advisory lifecycle, combined with trust advisory expertise and program strategies, is proving to be a real asset to bank and trust firms looking to grow their wealth management business. We look forward to helping Bell State Bank & Trust’s wealth management division continue its history of delivering exceptional service to its clients.”

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