08/11/2015

Wealth-Firm Backbone Provider Strikes Again

Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers

08/11/2015

Ziegler Wealth Management Selects FolioDynamix

FolioDynamix will be deployed as a turnkey asset management platform, replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business.

07/27/2015

Cometh the Digital Bank

The only banking activity that is digital is taking money out of clients’ accounts, which is performed in real-time with 100% consistency.