Ziegler Wealth Management has selected the FolioDynamix wealth management platform to provide a single interface and unified processes for proposal generation, research, investment model management, portfolio management and reporting.
FolioDynamix will be deployed as a turnkey asset management platform (TAMP), replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business. FDx Advisors, the registered investment advisor affiliate of FolioDynamix, will provide institutional-quality investment research, overlay management and outsourced chief investment officer (OCIO) services, further enhancing the platform.
"We selected FolioDynamix for the comprehensiveness and flexibility of its technology, complemented by the seamless integration of its research and advisory services," says Robert Moats (pictured), Senior Managing Director and Head of Ziegler Wealth Management. "Deploying a single, unified technology platform across all of our managed accounts will provide us with greater operational efficiency and give our advisors access to next generation portfolio management tools to better service clients. The research and overlay services will enable us to offer our clients an array of investment products and help our advisors build well-rounded portfolios, customized to each client's unique needs. The FolioDynamix platform will also give us the flexibility we need to expand our rep-directed and rep-as-advisor programs."
"Firms are realising that they need a truly unified enterprise platform for the full wealth advisory lifecycle in order to streamline operations, win new clients and empower advisors for innovation and growth," says Joseph Mrak, Chairman and CEO at FolioDynamix. "We are extremely pleased that Ziegler selected the FolioDynamix wealth management platform and we look forward to helping them grow their business."