Trustmark, a US-based financial services company, has selected FolioDynamix wealth management advisory services for its new unified managed account (UMA) and separately managed account (SMA) program offerings.
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Additionally, Trustmark will also use FolioDynamix wealth management technology platform for proposal generation.
FolioDynamix said that its technology and advisory services will complement Trustmark’s proprietary product strategies.
Heath Jordan, chief investment officer for Trustmark Investment Advisors, said: "Adding FDx Advisors’ deep manager research, selection processes and manager products to our existing strategies further broaden our client offerings.
"We are also very excited to use the FolioDynamix proposal generation technology to deliver fully-integrated, highly-customized client proposals that reflect our combined product offerings," Jordan added.
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