FolioDynamix, a provider of web-based technology and advisory services for wealth management firms, has reached an agreement with Trustmark to use the former’s advisory services.

FolioDynamix, a provider of web-based technology and advisory services for wealth management firms, has reached an agreement with Trustmark to use the former’s advisory services.

Trustmark will use FolioDynamix advisory services to provide research, due diligence and investment manager product strategies for unified managed account and separately-managed account program offerings. In addition, Trustmark will use the FolioDynamix wealth management technology platform for proposal generation, according to a company statement.

Trustmark, headquartered in Jackson, MS, has approximately $12 billion in assets.