The new portal is being demonstrated to attendees this week at the firm's annual client conference in Colorado Springs.

FolioDynamix, a provider of wealth management technology and advisory services, has launched a new investor portal.

The portal enables wealth management firms using the FolioDynamix wealth management platform to provide clients with “on-demand, secure cloud access to critical information related to their accounts, investment strategy and portfolio performance,” the firm said.

Key functions of the investor portal include:

• Data visualization;
• An intuitive web-based interface;
• Multi-layer views that enable clients to drill-down into portfolio details;
• Secure client document delivery and storage;
• Enterprise scalability and support;
• Bank-grade security and encryption; and
• Ability to customize to reflect each firm's unique brand.