WHAT THIS MEANS FOR YOU
For wealth managers, the combination of Reuters and Thomson assets truly delivers a solution that is greater than the sum of its parts. The combination of Thomson's strengths in wealth management tools and back-office systems with Reuters global market data, news and leading content assets such as Lipper creates an unrivalled and complete front-to-back office wealth management solution that can be scaled to suit every size of firm. Our integration and upgrade plans have been defined to achieve three key benefits to our customers:
Front, middle and back-office integration
To win client confidence, you need tools that enhance your ability to make informed recommendations and manage portfolios effectively. With Thomson Reuters, data flows seamlessly from the back office to the desktop, giving you the ability to view a complete picture of your client book and to execute goal-based planning functions like asset allocation, financial planning, reporting, client review, and investment selection. Thomson Reuters provides a complete and powerful collection of productivity and decision-support tools designed for today’s financial advisors.
Scalable, flexible delivery platforms including mobile
Thomson Reuters offers a range of delivery platforms and modular applications to provide scaled solutions for the entire wealth management community. Investment professionals have access to market-moving, insightful news, company information and financial markets data, complemented by value-add capabilities that will enable you to make the most informed investment decisions wherever you are.
Innovative wealth management tools
We offer a complete and powerful collection of productivity and decision-support tools including book management, performance and client reporting, financial planning and InvestmentView and alerting. They are all designed to help you grow client relationships and increase assets under management. Our wealth tools integrate goal-based financial planning, advanced portfolio management and book management to drive personalized and timely advice so that you can focus on your clients’ changing needs.
Feedback
Ask your questions and share your ideas. Your needs are driving this integration so we look forward to hearing from you.