Horizon Investments has selected the FolioDynamix wealth management technology platform for both centralized and rep-directed UMA programmes.
“Horizon Investments prides itself on partnering with broker dealers and registered investment advisors to offer innovative investment programs that meet the unique needs of each firm,” says Robbie Cannon, president and CEO of Horizon Investments. “We selected the FolioDynamix wealth management platform for the flexibility it gives us in developing differentiated investment programmes and for its inherent scalability and ease of deployment to large numbers of advisors. We look forward to growing our UMA programmes with FolioDynamix as the foundation.”
“We are excited to bring Horizon Investments onboard and support them in launching innovative new wealth management programmes,” says Joseph Mrak, chairman and CEO of FolioDynamix. “Horizon and FolioDynamix share common goals related to exceptional client service, unified technology and next generation advisory programmes so we are well aligned for success. We look forward to our partnership and helping Horizon Investments grow its centralised and rep-directed UMA investment programme offerings.”