Thomson Reuters Adds Three New Wealth Management Firms to its Platform
by
Colin Firth
The addition of FolioDynamix, Helix and Vestmark will help expand the group's wealth management capabilities.
Thomson Reuters currently boasts over 150 Wealth Management Service Providers on its platform - per the latest enhancement, the company added FolioDynamix, Helix Financial Systems, and Vestmark to its growing list. The services will be offered to the North American Wealth Management customers.
The addition of these three firms indicates the major expansionary drive of the Thomson Reuters Wealth Management platforms and an increase in its capabilities. This will in turn help customers grow revenue in managed accounts and help in supporting service provider partnerships
David Akellian, Managing Director, Global Head of Wealth for Thomson Reuters, commented on the development: "The one hundred fifty partnership milestone is significant because of how carefully our open platform is curated. We strive to provide a wide selection of offerings that we feel best to meet our customer’s many needs. The addition of these three firms broadens the solutions available to Thomson Reuters Wealth Management customers and helps them better run and grow their business."
Increased Variety in Offering
FolioDynamix is a firm that uses an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services to improve the experience of wealth management. Its FDx platform streamlines data flow across a customer’s existing systems to eliminate technology silos.
Helix is a provider of financial software systems and provides expertise to the dealer, asset management, securities lending, banking and insurance communities. Its HelixREPO is an integrated trading, sales, and operational system for the Fixed Income Repo Finance market; providing users with the tools necessary to manage their repo and financing business
Founded in 2001, Vestmark is a provider of wealth management solutions. It's VestmarkONE platform automates key investment management processes, enabling users to construct, manage, and distribute tailored portfolios at scale through a software environment.
With this expansion, Thomson Reuters hopes to provide a wider variety of wealth management firms for its customers to choose from, thereby increasing its wealth management revenue.
Thomson Reuters currently boasts over 150 Wealth Management Service Providers on its platform - per the latest enhancement, the company added FolioDynamix, Helix Financial Systems, and Vestmark to its growing list. The services will be offered to the North American Wealth Management customers.
The addition of these three firms indicates the major expansionary drive of the Thomson Reuters Wealth Management platforms and an increase in its capabilities. This will in turn help customers grow revenue in managed accounts and help in supporting service provider partnerships
David Akellian, Managing Director, Global Head of Wealth for Thomson Reuters, commented on the development: "The one hundred fifty partnership milestone is significant because of how carefully our open platform is curated. We strive to provide a wide selection of offerings that we feel best to meet our customer’s many needs. The addition of these three firms broadens the solutions available to Thomson Reuters Wealth Management customers and helps them better run and grow their business."
Increased Variety in Offering
FolioDynamix is a firm that uses an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services to improve the experience of wealth management. Its FDx platform streamlines data flow across a customer’s existing systems to eliminate technology silos.
Helix is a provider of financial software systems and provides expertise to the dealer, asset management, securities lending, banking and insurance communities. Its HelixREPO is an integrated trading, sales, and operational system for the Fixed Income Repo Finance market; providing users with the tools necessary to manage their repo and financing business
Founded in 2001, Vestmark is a provider of wealth management solutions. It's VestmarkONE platform automates key investment management processes, enabling users to construct, manage, and distribute tailored portfolios at scale through a software environment.
With this expansion, Thomson Reuters hopes to provide a wider variety of wealth management firms for its customers to choose from, thereby increasing its wealth management revenue.
Devexperts Teams Up with nuam Exchange to Boost Equity and Derivatives Trading
Network, Learn, Grow | FMAS:24
Network, Learn, Grow | FMAS:24
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Get ready to mark your calendars for FMAS:24, returning this May! Take a quick glimpse of what awaits at the Sandton Convention Centre in Sandton, South Africa from May 20-22, 2024.
Don't miss out on this 5-second invite packed with energy and urgency!
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Here's a sneak peek into the FMAS:24 vibrant atmosphere! Join us at Africa’s premium financial event for a transformative experience that combines the best of finance and technology.
From May 20-22, 2024, the Sandton Convention Centre in Sandton, South Africa, will be the hub for over 3,500 attendees to engage in unparalleled networking opportunities, learn from over 150 industry-leading speakers, and explore innovations from 120+ exhibitors.
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Join 3500+ Attendees at FMAS:24 | Africa's Premium Financial Event
Join 3500+ Attendees at FMAS:24 | Africa's Premium Financial Event
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Join 3500+ Attendees at FMAS:24 - Africa's Premium Financial Event
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Where the Prop Trading Industry Goes from Here | Finance Magnates Podcast
Where the Prop Trading Industry Goes from Here | Finance Magnates Podcast
Explore the tumultuous world of prop trading in this Finance Magnates podcast episode, featuring insights from Head of Axi Select, Greg Rubin.
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Explore the tumultuous world of prop trading in this Finance Magnates podcast episode, featuring insights from Head of Axi Select, Greg Rubin.
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The Axi Select programme is only available to clients of AxiTrader Limited. CFDs carry a high risk of investment loss. In our dealings with you, we will act as a principal counterparty to all of your positions. This content is not available for AU, NZ, EU and UK residents. For more information, refer to our Terms of Service. Standard trading fees apply.
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