Thomson Reuters

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

We understand the needs of wealth management firms, their advisors and their clients. Our content and technology, brokerage processing capabilities and desktop solutions provide exclusive insights and a streamlined workflow, enabling advisors to acquire new clients and grow their assets. We enrich client-facing portals with leading financial market data to help them deliver an outstanding customer experience so their clients can make informed decisions.