Thomson Reuters

The Thomson ONE Performance Reporting module is a turnkey performance measurement solution with integration to PORTIA Perform, the industry leading performance calculation engine. This integrated solution allows you to generate performance reports across multiple account and asset types, using a single platform and eliminating the need for a separate performance calculation engine.

Using the Thomson ONE Wealth Management Performance Reporting module you can leverage consistent data across the platform, such as client house holding and asset classification, to deliver robust performance reports that are complimentary to the powerful suite of reporting tools available in the solution today. Our flexible database structure provides the necessary ability to easily convert performance data from your existing performance engine, giving you the option of outsourcing the majority of technical and operational support for reporting to a trusted partner.

“It’s critical for our financial consultants who handle many retail accounts to gain valuable insights that translate into favorable investment decisions”    

-- Anonymous

With Thomson ONE Performance Reporting, you can:

• Transform data on your clients’ investments into powerful performance analysis using advanced reporting capabilities
• Gain valuable insights that translate into favorable investment decisions for your clients
  

Why choose Thomson ONE Performance Reporting?

• Offers a scalable performance measurement outsource solution with minimal set up cost.
• Uses consistent data can be leveraged across the platform.
• Provides account and household level performance reporting.
• Allows advisors to differentiate themselves with clients, which helps retention and recruitment efforts.
• Leverages PORTIA Perform, an industry-leading institutional performance calculation solution.
• Access monthly reconciled and audited performance in client-ready report.

Thomson ONE Wealth Management’s Performance Reporting module provides a suite of reports that can be used to quickly and easily generate customized report packages.

• The Executive Summary report allows users to see Total Account level returns and asset growth information for Quarter to Date, Year to Date and Since Inception time periods.
• The Account Summary report is available when multiple accounts are selected. It gives users insight into the composition of the portfolio and the rates of returns for each selected account compared to an index.
• The Portfolio Changes report provides important asset growth information for various time periods as well as rates of returns for each of those time periods.
• The Historical Returns report provides calendar year returns at the Total account and broad asset class levels.
• The On-Screen Performance allows clients to view performance on individual accounts, account groups, or the entire household.
• Complete end-to-end performance reporting solution - full hosting, operational support, database manage, reconciliation and reporting.
• Performance calculated using CFA Institute (formally AIMR) calculation guidelines, such as Modified Dietz for calculating Time Weighted Returns.