Thomson Reuters Includes 3 New Wealth Management Firms to its Platform


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Thomson Reuters presently boasts over 150 Wealth Management Service Providers on its platform– per the most recent improvement, the company included FolioDynamix, Helix Financial Systems, and Vestmark to its growing list. The services will be used to the North American Wealth Management consumers.

The addition of these 3 companies suggests the significant expansionary drive of the Thomson Reuters Wealth Management platforms and a boost in its abilities. This will, in turn, help clients grow income in handled accounts and help in supporting company collaborations

David Akellian, Managing Director, Global Head of Wealth for Thomson Reuters, talked about the advancement: “The one hundred fifty collaboration turning point is considerable because of how thoroughly our open platform is curated. We aim to supply a large choice of offerings that we feel best to fulfill our consumer’s numerous needs. The addition of these 3 companies expands the services readily available to Thomson Reuters Wealth Management clients and assists them much better run and grow their business.”

Increased Variety in Offering

FolioDynamix is a company that utilizes an end-to-end innovation service coupled with a suite of advisory tools consisting of design portfolios, research, and overlay management services to enhance the experience of wealth management. It’s FDx platform improves information circulation throughout a client’s existing systems to remove innovation silos.

Helix is a service provider of monetary software application systems and supplies know-how to the dealership, property management, securities financing, banking and insurance neighborhoods. Its HelixREPO is an integrated trading, sales, and functional system for the Fixed Income Repo Finance market; supplying users with the tools essential to handle their repo and funding business

Established in 2001, Vestmark is a service provider of wealth management options. Its VestmarkONE platform automates essential financial investment management procedures, allowing users to build, handle, and disperse customized portfolios at scale through a software application environment.

With this growth, Thomson Reuters wishes to supply a broader range of wealth management companies for its consumers to select from, therefore increasing its wealth management earnings.