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June 27, 2013

Thomson ONE Wealth Management Named 'Best in Class' for Desktop Components, Advisor Experience and Enterprise Support

CEB TowerGroup Technology Assessment ranked leading Wealth Management platform providers on critical product attributes

NEW YORK – Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals, today announced that it has been named ‘Best in Class’ in three categories in CEB TowerGroup’s Advisor Desktop Technology Analysis ranking for 2013. CEB TowerGroup, a leading research and advisory firm focused on the financial services industry, analyzed leading advisor desktop solutions and ranked Thomson ONE Wealth Management as a ‘Best In Class’ offering in the Desktop Components, Advisor Experience and Enterprise Support categories. TowerGroup’s Technology Analysis is built on transparent market research and surveys, vendor and financial institutions interviews and research director expertise.

According to the CEB TowerGroup Advisor Desktop Technology Analysis report for 2013, “Thomson ONE Wealth Management offers advisors a holistic wealth management platform for effective client service as well as an efficient workflow. Behind the dashboard functionality, Thomson Reuters invested significantly in “Workspace”, an expansive suite of management tools to guide the overall navigation and workflow construction.”

“We’re honored that Thomson ONE Wealth Management has been named ‘Best in Class’ by CEB TowerGroup Technology Assessment,” said John Fennelly, managing director, Wealth Management at Thomson Reuters. “To have direct market research and our clients recognize us for our ability to deliver best-in-class service, performance, and innovative solutions is very gratifying. It is a testament to our talented team of dedicated professionals who strive daily to meet the evolving needs of our growing client base.”

“As financial service executives evaluate new IT products to support their business needs, many are overwhelmed by the volume of technologies available,” said Aaron Kissel, executive director, CEB. “CEB TowerGroup is the only advisory group qualified to evaluate such a broad range of financial services technology tools and to help FSI’s navigate the increasingly complex landscape.”

Thomson ONE Wealth Management is a powerful and intuitive platform designed to meet the end-to- end needs of wealth management firms. The solution’s breadth of capabilities include access to the most robust market and news coverage available, intuitive interface design, integration of proprietary content and third party applications, proposal generation tools, model management and account rebalancing capabilities. In addition, the solutions’ portfolio management, real-time market data and end investor online portal all ranked highly in TowerGroup’s analysis. For further information about Thomson ONE Wealth Management, go to http://www.trpropresearch.com/products/ToneWealth/.

A copy of the full Advisor Desktop Portfolio Analysis can be downloaded at CEB TowerGroup.


CEB TowerGroup Technology Assessment Disclaimer

Technology Assessment Disclaimer CEB does not endorse any vendor, product or service depicted in our CEB TowerGroup publications and does not advise technology users to select only those vendors rated “best in class.” CEB TowerGroup research publications consist of the opinions of CEB TowerGroup’s analysts and should not be construed as statements of fact. CEB disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.


Thomson Reuters

Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs approximately 60,000 people and operates in over 100 countries. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, go to http://thomsonreuters.com.