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.