Thomson Reuters surpasses 150 wealth management service providers with addition of FolioDynamix, Helix Financial, and Vestmark

New York – 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 Thomson Reuters Wealth Management partner roster hits a significant benchmark and represents a major expansion of the Thomson Reuters Wealth Management platforms.

Through their individual platforms, FolioDynamix, Helix Financial Systems, and Vestmark offer expanded managed accounts and repo trading capabilities to wealth management firms.

For the full text of the press release, click here.

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