FolioDynamix Appoints New Chief Client Officer, Continues to Focus on Client Success as Industry Differentiator
NEW YORK --(Business Wire)--
FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced the appointment of Steve Rooney as Chief Client Officer. FolioDynamix is often cited for its unique focus on client success, and the hiring of Mr. Rooney further strengthens that differentiating aspect of the company. FolioDynamix also recently announced the appointment of a new Chief Operating Officer in response to its fast growth, which is driven by increasing demand from wealth management service providers seeking more modern technology platforms and open architecture investment programs and strategies.
In addition to 20 years of account management and business development experience, Mr. Rooney brings a wealth of expertise in the financial services technology sector, including 7 years as Global Vice President and Managing Director for Actimize, a company specializing in compliance and risk management solutions for financial services firms. As Chief Client Officer of FolioDynamix, Steve will oversee account managemnt, business development and sales.
"Clients often comment on how much they appreciate our commitment to their success and our team's willingness to serve as a true partner to them as they grow their wealth servicing business," said Joseph Mrak, president and CEO of FolioDynamix. "By creating a Chief Client Officer role and bringing Steve into the company, we can ensure that our commitment to client success remains a key focus and differentiator for FolioDynamix as we continue to grow and expand our client base."
More background on Mr. Rooney and the FolioDynamix executive team can be found at www.foliodynamix.com.
Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle - including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics - across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix - eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com.
Conference Boxed Lunches - For Diamond, Platinum, Super Pass, Exhibitor/Conference, Speaker, Press Pass Holders
IoT Development: Where Experience Counts
How Shifting WAN Strategies Impact Costs and Revenue