Presently, Cambridge is in the process of integrating FolioDynamix for proposal generation, investment model management, trade order management and reporting with overlay management as part of the Cambridge managed account offerings.

Commenting on the move, Amy Webber, president of Cambridge Investment Research, Inc. said: "Cambridge is committed to its strong culture of service and offers some of the best fee-based advisory programs in the industry. We chose the FolioDynamix wealth management platform as the latest addition to our managed account offerings because we were impressed by its breadth of integrated wealth management technology capabilities, the configurability of the platform and the firm’s commitment to our success."

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Joseph Mrak, president and CEO of FolioDynamix added: "We are pleased to welcome Cambridge to the FolioDynamix client family. Our selection by Cambridge further demonstrates that FolioDynamix is emerging as the leading wealth management technology option for the broker-dealer channel due to our ability to address the full wealth management lifecycle across the enterprise with a single integrated, scalable platform. We are committed to ensuring our modern wealth management platform remains at the forefront of innovation and continues to help the top wealth management firms in the nation grow their fee-based advisory businesses."

FolioDynamix is a provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.