Thomson Reuters announces parthership with FolioDynamix, Helix Financial, and Vestmark


Trio of partnerships offers Thomson Reuters (NYSE:TRI) customers the resources to grow managed accounts revenue; 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 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.

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,” said David Akellian, managing director, Global Head of Wealth for Thomson Reuters. “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 meet our customer’s many needs.

FolioDynamix’s FDx platform streamlines data flow across a customer’s existing systems to eliminate technology silos. 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. The VestmarkONE platform automates key investment management processes, enabling users to construct, manage, and distribute tailored portfolios at scale through a software environment.

We are excited to partner with Thomson Reuters. Our combined efforts and shared passion for delivering innovative portfolio management applications will enable wealth managers to focus on driving better outcomes for their investors,” commented John Lunny, CEO of Vestmark.

Through this important partnership, Helix’s trading applications are providing Thomson Reuters Beta clients the ability to tap into a fully integrated, hosted, and affordable front-to-back office Repo & Securities Lending solution, which enables buy-side firms to manage the full lifecycle of their securities finance transactions, including the management of collateral, counterparty and interest rate risk,” said Todd Berlent, President of Helix Financial Systems.

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Thomson Reuters announces parthership with FolioDynamix, Helix Financial, and Vestmark

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