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Lebenthal Wealth Advisors selects FolioDynamix for turnkey asset management platform


Lebenthal Wealth Advisors, the wealth advisory arm of Lebenthal Holdings, has selected FolioDynamix to serve as its turnkey asset management platform (TAMP). 

FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.

"In keeping Lebenthal's long-standing company history, Lebenthal Wealth Advisors places client service as our number one priority," says Andrew Grillo, president and COO for Lebenthal Wealth Advisors. "We want to ensure our clients get access to institutional-quality investment programs while maintaining our focus on building and maintaining strong client relationships. In evaluating TAMP options, FolioDynamix offered the right combination of flexibility, services and next-generation wealth management technology we need to achieve our growth and quality objectives. We are excited to deploy an open architecture program that is fully-integrated at all stages of the portfolio lifecycle and deliver a seamless and customised experience to each of our clients."

"We are pleased that Lebenthal Wealth Advisors has selected FolioDynamix as its turnkey asset management platform," says Joseph Mrak, chairman and CEO of FolioDynamix. "We continue to see an increase in demand for our TAMP services as wealth management firms recognise the value of ramping up a successful advisory practice quickly, without compromising the quality of investment programs and portfolio management services it offers. FolioDynamix is uniquely positioned with the technology, advisory expertise, vetted programs and full-service overlay management skills needed to serve as the de facto wealth management platform for these fast-growing firms."  

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