FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution.
If you are looking for a rewarding environment in which to build your career, and you have skills and experience suited to working in the fast-paced financial technology industry, we encourage you to explore our current job openings. FolioDynamix prides itself on hiring strong people with the motivation to work as part of a winning team.