Lebenthal Wealth Advisors, the wealth advisory arm of Lebenthal Holdings, has selected FolioDynamix, a provider of web-based technology, content and advisory services, for turnkey asset management platform (TAMP).
Through the FolioDynamix platform, Lebenthal will get a comprehensive wealth management technology platform, unified managed account and mutual fund wrap programs, as well as full-service overlay management.
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Andrew Grillo, president and COO of Lebenthal Wealth Advisors, said, "In evaluating TAMP options, FolioDynamix offered the right combination of flexibility, services and next-generation wealth management technology we need to achieve our growth and quality objectives.
"We are excited to deploy an open architecture program that is fully-integrated at all stages of the portfolio lifecycle and deliver a seamless and customized experience to each of our clients," added Grillo.
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