Careers - FolioDynamix in the World
 Product Over Procedures
FolioDynamix in the World
Product Over Procedures
FolioDynamix offers institutional quality without institutional politics—allowing in-office and remote employees to think creatively and approach wealth management and investment technology without hierarchical barriers. Because team members focus on new ideas and great customer experiences instead of strict rules, each feature or product iteration reflects client needs and the true potential of the industry.
Careers - What FolioDynamix Does
 FolioDynamix 101
What FolioDynamix Does
FolioDynamix 101
FolioDynamix makes the full wealth management lifecycle easy to navigate and monitor through a suite of cloud-based solutions that includes everything from proposals to portfolios. This gives FolioDynamix clients the ability to strategize more effectively with a team of advocates who understand how to scale business—while tools handle the nitty-gritty details of risk management, rebalancing, and reporting.
 
 
“We’ve got a familial vibe for sure. People tease you—and help you—like siblings do.”
-Tejas
Business Analyst
 
“We’ve got a familial vibe for sure. People tease you—and help you—like siblings do.”
 
 
“Working as a team—with creative input from each player—is what generates the best results for both our technology and our clients.”
-Mark
Chief Technology Officer
 
“Working as a team—with creative input from each player—is what generates the best results for both our technology and our clients.”