As a leading provider of investment tools and information, Thomson Reuters understands the dynamic needs of wealth management and high net worth. We offer front- and back-office solutions that meet your workflow needs, so that you can create diversified advisory and client relationship models.
Our wealth management and high net worth solutions can be enhanced with add-on services for advanced portfolio management, asset allocation, goal-based financial planning, account and planning alerts, investment selection tools, and a robust performance-reporting service. Real-time market data and Thomson Financial News provide valuable insights and market-moving coverage, enabling integrated, holistic investment and wealth-management decisions for your clients.
For ultra high net worth needs, our Thomson ONE desktop and the eXimius platform will enhance your investment capabilities and help you develop superior strategies to manage and build your clients' wealth, complete with detailed client reports and performance measurement.
The largest wealth management firms in the world rely on Thomson ONE to improve their performance.
Wealth Management includes:
- InvestmentView - provides the ability to search and display information on open end, closed end, and exchange-traded funds, indexes, variable annuity and variable life contracts.
- Investor Tools - integrates seamlessly into your web site and delivers leading-edge design, content, and functionality.
- Wealth Management - a complete and powerful collection of productivity and decision-support tools integrating goal-based financial planning, advanced portfolio management, performance reporting and book management.
- Thomson Transaction Services - a complete brokerage processing solution features tools for the front and back office.
- eXimius - a front-office investment, wealth, and relationship management workflow application targets the Private Client Wealth Management market.
- Thomson Markets - a fully portable, low-maintenance web tool for real-time and historical pricing and news.