Raymond James has selected FDx Propose, the proposal generation module of FolioDynamix’s wealth management platform, as the standard system for client proposal generation and managed business.

FolioDynamix, which is an investment and wealth management technology provider, offers broker-dealers, banks, service providers and advisors a web-based software suit for managing the "full wealth management lifecycle", from which clients can select capabilities, the firm said.

Raymond James, alongside Raymond James & Associates and Raymond James Financial Services, is a subsidiary of Florida-based Raymond James Financial. Raymond James Financial is responsible for approximately $270 billion in client assets, of which about $35 billion are managed by the firm’s asset management subsidiaries.