SYS-CON Events announced today that Wowrack will exhibit at SYS-CON's 12th International Cloud Expo, which will take place on June 10–13, 2013, at the Javits Center in New York City, New York.
Wowrack’s core expertise lies in high-availability Private and Public Cloud IaaS Hosting Solutions. Wowrack provides a true Hybrid service – where business release all IT management and hardware provisioning – taking the data center and server system administrative headaches off our customer’s shoulders. ...| By Business Wire | Article Rating: |
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| February 5, 2013 09:14 AM EST | Reads: |
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FolioDynamix, a leading provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that it has closed on the acquisition of Access Partners LLC, a premier registered investment advisor (RIA) firm specializing in trust investment management and operations, in an all-cash transaction. This strategic move strengthens FolioDynamix’ market share in the bank trust channel and uniquely positions the company as the only provider to deliver a single wealth management platform that can be leveraged by both bank trusts and brokerages to manage the full advisory and portfolio management lifecycle across all accounts. Firms that have both trust and retail brokerage channels will be able to bridge the gap with FolioDynamix’ unified wealth management platform.
Access Partners brings significant depth in bank trust advisory services, broad connectivity into bank trust systems and a strong roster of high-quality managers, all of which provide an excellent complement to FolioDynamix’ full wealth lifecycle technology platform, multi-custodian connectivity capabilities and strong advisory services business.
“Access Partners is excited about joining the FolioDynamix family,” stated Robert Mehringer, CEO of Access Partners and new member of the FolioDynamix executive team. “Our clients will benefit from our move to a stronger wealth management technology platform and the ability to expand beyond separately managed accounts into model portfolios. Our advisory team is looking forward to having greater resources to draw on in attracting and servicing clients and being able to offer new innovative programs.”
“We are pleased to welcome the Access Partners team and client base to FolioDynamix,” said Joseph Mrak, president and CEO of FolioDynamix. “Access Partners brings a great deal to our business – including an expanded set of SMA managers, research and client access, consulting and field support resources, and a tremendous amount of expertise in the bank trust space. We look forward to improving the user experience and program selection for Access Partners clients as we enable them to benefit from FolioDynamix’ full lifecycle wealth management technology platform and access to new unified managed account (UMA) offerings. Our combined entity is uniquely positioned to lead the market in modern wealth management platform solutions and to provide unmatched innovation in the bank channel by furthering our vision of a common bank platform across trust and retail accounts.”
About FolioDynamix
Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle – including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics – across all account types. Unlike other wealth management technology platforms, FDx SingleSight is completely developed, hosted and supported by FolioDynamix – eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides broker dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service. Visit www.foliodynamix.com.
About Access Partners
Access Partners was founded in 1999 and is a premier fee-based investment management firm specializing in Trust investment management and operations. With a proven solution across numerous trust accounting systems, Access Partners successfully works with trust companies operating throughout the country with tens of billions in fiduciary assets and hundreds of millions in separate account assets. Access Partners has grown to over $1 billion in assets under direct advisement with relationships ranging from $500,000 to $90 million. Access Partners, LLC and affiliates, are federally registered investment advisors under the Investment Act of 1940 and under the auspices of the Securities and Exchange Commission.
Published February 5, 2013 Reads 145
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SYS-CON Events announced today that Wowrack will exhibit at SYS-CON's 12th International Cloud Expo, which will take place on June 10–13, 2013, at the Javits Center in New York City, New York.
Wowrack’s core expertise lies in high-availability Private and Public Cloud IaaS Hosting Solutions. Wowrack provides a true Hybrid service – where business release all IT management and hardware provisioning – taking the data center and server system administrative headaches off our customer’s shoulders. ...May. 24, 2013 02:00 PM EDT Reads: 1,310 |
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As enterprises deploy private IaaS clouds into production they are reevaluating their future application delivery models. SUSE and WSO2 believe that private PaaS will leverage the automation and scalability of Private IaaS solutions, such as OpenStack-based SUSE Cloud, to deliver the secure, standardized development environments that will make migrating to an agile, serviceoriented delivery model possible.
In their session at the 12th International Cloud Expo, Chris Haddad, VP of Technology Ev...
“Open source has always provided a number of benefits, including easing adoption costs, propagating a better understanding of the technology, and allowing for faster evolution and commercialization of products and services based on it,” noted Terry Woloszyn, Founder & CEO, Leeward Security Ltd., in this exclusive Q&A with Cloud Expo Conference Chair Jeremy Geelan. “This is clearly evident with the OpenStack and CloudStack,” Woloszyn continued, “and others that have been quickly commercialized as...
Organizations across the world are increasingly starting to see the benefits of moving more and more services to the cloud. The focus on the cost-saving potential of cloud is rapidly shifting to completely transforming the business with cloud. As organizations are investing enormous sums on technology they are starting to realize that in order to maximize the return on investment and accelerate the business transformation process the first area of focus should be people. By ensuring the organiza...
In his session at the 12th International Cloud Expo, Dave Eichorn, Global Data Center Practice Head at Zensar, will share a case study describing how a utility services company handled the migration of its Microsoft platform to the cloud. Challenged with the time-consuming task of opening operations out of temporary offices, this company struggled with the need to simultaneously access data that was accumulated from a vast amount of data-intensive jobs. Zensar migrated the company’s application ...
You're getting pitched every day from your legacy enterprise software and hardware vendors about "cloud." They're doing an amazing job of convincing your CIO and CTO about what cloud is and how you should use it. The reality is they're defending their shrinking market share and keeping you on the legacy treadmill for as long as they can by selling you solutions that aren't "cloud."
In her session at the 12th International Cloud Expo, Niki Acosta, Cloud Evangelista for Rackspace, will talk thro...
SYS-CON Events announced today that OpenStack will exhibit at SYS-CON's 12th International Cloud Expo, which will take place on June 10–13, 2013, at the Javits Center in New York City, New York. OpenStack software controls large pools of compute, storage, and networking resources throughout a datacenter, all managed by a dashboard that gives administrators control while empowering their users to provision resources through a web interface.
OpenStack powers some of the most widely-used SaaS app...
Many have heard of OAuth but are unsure of how it might apply to their business.
In his session at the 12th International Cloud Expo, Alistair Farquharson, CTO of SOA Software, will describe how OAuth can be used to facilitate certain business models and simplify the sharing of private data.
Alistair Farquharson is a visionary industry veteran focused on using disruptive technologies to drive business growth and improve efficiency and agility within organizations. As the CTO of SOA Software A...
SYS-CON Events announced today that nfina Technologies, a provider of highly reliable cloud server products, will exhibit at SYS-CON's 12th International Cloud Expo, which will take place on June 10–13, 2013, at the Javits Center in New York City, New York.
nfina Technologies develops, manufactures, and markets highly reliable cloud server products, designed to solve the most demanding data center requirements in mission-critical cloud applications. Nfina’s staff has decades of experience in co...
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