Technology News

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.

Email Page  Email Page | Print Page Print Page

Free Trial

Want unlimited access to the complete database with thousands of technology companies, VCs and transactions for only $25 per month?

Start your Free 14 Day Trial now – no obligation or credit card required.

Free 14 day trial. No Obligation. Click to Register.
Venturedeal Twitter Venturedeal Facebook Venturedeal Linkedin

PCI - Level1