Leadership Team Investments Continue at FolioDynamix With New Head of Marketing

NEW YORK, Feb. 04, 2016 -- FolioDynamix, a leading provider of wealth management technology and advisory services, announced Meghan McCartan as a new addition to their executive team, heading up Marketing. This hire, made in conjunction with the recent announcement of Steve Dunlap as president and COO, signifies the company’s focus on fortifying the executive team to capitalize on trends in the market, better serve clients and advisors, and continue to drive to the next level of market leadership. Meghan has almost twenty years of experience in financial services marketing, with a unique background in the financial technology space.

Prior to joining FolioDynamix, Meghan managed a successful financial services marketing consulting business, working with many of the major RIA firms, technology firms, and broker-dealers in the industry, including Pershing, Albridge, Interactive Data and Docupace. She also partnered on creating and launching the TechLeaders series of conferences and executive roundtables which bring together financial technology solution providers with key advisory firm and broker-dealer decision makers. Spearheading these events has given Meghan a broad perspective of the FinTech space and a unique appreciation for the issues both advisory services and broker-dealers face. Before Meghan began her consulting practice, she managed the marketing departments for two major independent broker-dealer groups.   

“I’m thrilled for the opportunity to join the executive team at FolioDynamix,” said Meghan. “Joe Mrak and his management team recognized that they needed to focus on marketing, strategic positioning, and modern digital and social promotional strategies to continue to grow—it’s an amazing opportunity to help them build and refine their presence in the marketplace. They have a great product, a great team, and great technology. Now we will focus on sharing that story, and I think it will have an enormous impact on the marketplace.”

“Meghan and I have just begun to work together, but she is clearly an invaluable asset to the team.  We share the same sense of exhilaration about the opportunity, the solutions FolioDynamix provides, and what we can do to really arm our customers with the most innovative tools to produce superior results for investors, a sophisticated experience for advisors, and acceleration of their own growth,” says Dunlap, who was recently announced as president and COO. “Our strengths are so much more powerful than our historical market positioning would indicate, because we stuck to our knitting.  That changes now, and both of us are already running full speed.”

“This move definitively demonstrates to the marketplace and our clients that we are committed to investing in only the very best talent, continuing to spark innovation on the technology side, and provide our customers with support and solutions that no other provider can replicate,” said Joe Mrak, CEO of FolioDynamix. “We see a real opportunity in the market, and we’re ready to seize it; I’m excited to see how far and how fast we can go.”

About FolioDynamix
FolioDynamix offers the most comprehensive web-based wealth management technology platform for managing the full advisory lifecycle – proposal generation, research, model management, portfolio accounting, trade order management, reporting, and performance analytics. The FolioDynamix platform is truly unified to eliminate silos and empower advisors with a single platform to manage all customer accounts. FolioDynamix provides registered investment advisors, banks, broker dealers, custodians and wealth service providers with leading-edge technology to attract and retain advisors, accelerate client acquisition and gain visibility across all assets under management. The results are improved efficiency, stronger compliance, enhanced client service and faster growth. FolioDynamix is an Actua company (Nasdaq:ACTA). Visit www.foliodynamix.com. Follow us on Twitter @foliodx.

Press Contact:  
Meghan McCartan
+1 201-605-1926 
[email protected]