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FolioDynamix

FolioDynamix

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FolioDynamix

Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
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Overview

Funding 2
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15 May 2012
$4,000,000
Debt financing
Wellington Financial
21 Dec 2010
$16,000,000
Venture capital (Series B)
Edison Partners, ABS Capital Partners