Thomson Reuters signs three more wealth management services providers including Helix
Reuters has announced a “trio of partnerships” that provides customers the resources to grow managed accounts revenue, and bolsters portfolio of service provider partnerships.
Agreements with FolioDynamix, Helix Financial Systems, and Vestmark mark over 150 service providers Thomson Reuters offers North American wealth management customers. The addition of these three firms to the partner roster hits a significant benchmark and represents a major expansion of the platforms.
Through their individual platforms, FolioDynamix, Helix Financial Systems, and Vestmark offer expanded managed accounts and repo trading capabilities to wealth management firms.