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        General Info
        FolioDynamix specializes in providing various accounting and asset and wealth management solutions. It serves investment advisors, as well as other wealth management businesses and asset management firms and banks. The firm provides services that streamline distribution, management and account monitoring operations. FolioDynamix also offers institutional asset managers with the functionality and technological resources to focus more on wealth building activities for clients. It also provides a plug-and-play information technology architecture that offers a variety of applications for the wealth servicing industry. Headquartered in New York City, FolioDynamix maintains a location in Sacramento, Calif.
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        Phone: (916) 920-5293

        Fax: (916) 288-6500

        TollFree: (888) 526-6300

        Neighborhoods
        Gateway Center, North Sacramento
        Categories
        Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management

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        Details

        Phone: (916) 288-6400

        Address: 2399 Gateway Oaks Dr, Sacramento, CA 95833

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