Home - United States - California - Sacramento - London Pacific Advisors #437195


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Business Type : Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management
Address : 2399 Gateway Oaks Dr, Sacramento, CA 95833
Coordinate : 38.608437,-121.51428
Phone : (916) 288-6400
Year : 2021
Opening Hours :
Mon - Fri : 9:00 am - 5:00 pm
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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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