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FolioDynamix appoints head of operations and customer services

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FolioDynamix, a provider of wealth management technology and advisory services, has appointed Linda Bready to head the firm’s operations, client services and implementation teams.

Bready was the founder of B-Ready Outsourcing Solutions, which provided highly specialised virtual reporting services and strategic operational consulting services to registered investment advisers.
 
In 2010, B-Ready was acquired by Envestnet, where Bready has worked since. There, she helped advisers analyse important technology and operational outsourcing decisions.  
 
“We believe strongly that we are more than a single sale solution – we want our clients to understand they are buying into a long-term relationship and a process of collaborative, mutual improvement,” says Steve Dunlap, president of the firm. “We created that unconventional title to be clear about the primary mission of the job. FolioDynamix will continue to raise the bar to provide the highest level of ongoing client support in the industry.”
 
FolioDynamix is working to develop solutions to enable clients to stay ahead of the upcoming DOL Fiduciary Rule. It focuses on the concept of “Fiborg”—the idea that the best advisers will succeed by enhancing their own practice with technology that will help to deliver their service, and even their personality, in digital, scalable, and collaborative form.
 
Dunlap, at the recent FolioDynamix Client Conference, introduced the “Fiborg Constellation,” an integrated technological ecosystem of proprietary, enterprise-class technology and best-of-breed technology partners that advisors can leverage to help with both the challenges of meeting DOL requirements and to drive business growth.
 
“I think the solutions and the ideas that are propelling FolioDynamix forward are groundbreaking and exciting,” says Bready. “I’m looking forward to jumping in and working with the great people I’ve meet while exploring this new opportunity.”

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