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FolioDynamix Adds Tax Optimization Capability

Wednesday, January 29, 2014 5:00:00 AM PDT | VentureDeal
   New York, NY  --  Wealth advisory technology company FolioDynamix has added what it calls "full-scale tax optimization" to its wealth management system.

Powered by MSCI Barra, the new tax optimization application provides financial advisors with enhanced tax management capabilities when they are rebalancing client portfolios.

The new system is fully integrated into the company's FDx SingleSight unified wealth management platform.

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