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Trustmark Partners With FolioDynamix For Wealth Management Advisory Services
Austin Freitas
25 November 2013
, 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.