Thomson ONE Wealth Solutions

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Overview

Thomson ONE provides the Industry’s most comprehensive front office solution for wealth management. Features include customizable book of business dashboards, and a sales proposal module allowing you to rapidly create multi-asset investment proposals using analysis tools integrated with Lipper fund performance data.

Our financial planning module makes it simple for advisors to develop plans focused on client goals, and the solution combines analysis and reporting with powerful asset allocation tools for ongoing portfolio management. Finally, real-time market data, news and commentary keep you abreast of the latest developments.

Key Features

Thomson ONE Wealth is our advanced market data application that offers the most robust market and news coverage available. Customizable with add-ons, and with an intelligently designed interface, it has advanced search and filter tools, plus alert capabilities to ensure you have instant access to indispensable information.

·User-friendly design

·Real-time alerts

·Market intelligence

·Company data

·In-depth analysis

·Thomson ONE Anywhere

Key Benefits

·Our Thomson ONE Wealth Solutions are the most comprehensive wealth management offerings for successfully navigating today’s dynamic markets and staying abreast of market activity, breaking news and analysis.

·Simplify your workflow and access all the information you need in just one click.

·Our Total Wealth solutions give your advisors access to all the information and services they rely on everyday.

·The multi-window capability allows you to view more than one client account at the same time, so you can effectively manage and prioritize activities.

· It’s easy to set-up and manage real-time alerts, so you can immediately act on significant events that will impact your book of business.

·We cover the world’s markets with our expansive market data and news, including real-time and historic pricing, indices data, industry and sector information, reference data and financial news; providing important insight into factors and trends driving the market, as well as investment behavior.

·News – Access over 150 news sources, including Reuters News, to stay on the pulse of the market. Our streaming news and quotes provide an instant indicator of market conditions and access to breaking stories.

·Get the complete picture with our robust company information.

·Delve into a company’s fundamentals, estimates, research information and much more.

·Extend your Thomson ONE Wealth desktop to your mobile device with Thomson ONE Anywhere. Thomson ONE Anywhere allows access to real time quotes, intelligent news and client information while away from your desk.

·With the ability to trade remotely, Thomson ONE Anywhere is essential for busy advisors who need easy access to client information and industry news at all times.

Product/Service details

User Suitability (Capital Markets & Investment)
Wealth Managers
Geographic Availability
North America