August 3, 2017

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

Trio of partnerships offers Thomson Reuters customers the resources to grow managed accounts revenue; bolsters portfolio of service provider partnerships.

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.

“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 extremely excited to offer Thompson Beta clients a seamless user experience,” said Joe Mrak, CEO FolioDynamix. This partnership exemplifies the way custodial platforms and technology providers can work together to deliver efficient and effective solutions.”

“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,” said 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.

Thomson Reuters

Thomson Reuters is the world’s leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, visit

Folio Dynamix

FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA). Visit Follow Folio on Twitter @foliodx.

Helix Financial Systems

Helix is a leading provider of financial software systems and expertise to the dealer, asset management, securities lending, banking and insurance communities. Helix automates the trade entry, collateral management, risk management, and trade management process for U.S. and non-dollar fixed income securities. Clients include broker-dealers, buy and sell-side firms, and commercial banks.

Helix is a subsidiary of Cantor Fitzgerald, L.P., a leading global financial services provider to the institutional, equity, and fixed income capital markets.


Vestmark is a leading provider of wealth management solutions, headquartered outside of Boston, MA. Founded in 2001, Vestmark’s mission is to enable investors to better their financial well-being. We do this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives. We service over 40 institutions, 25,000 advisors, over $600 billion in assets, and 2 million accounts.