Press Releases

Thomson PORTIA Offers Operational and Technical Outsourcing Services For Management and Support of Middle to Back Office

New York, NY

Thomson Financial, an operating unit of The Thomson Corporation (TSX: TOC, NYSE: TOC) and a leading provider of information, news and technology solutions to the worldwide financial community, today announced that Thomson PORTIA, the industry’s most powerful portfolio accounting system, will now offer a three tiered suite of operational and technical outsourcing services. Thomson PORTIA Outsourced Services will provide asset managers with day-to-day system management and support of middle- to back-office functions. Clients will have maximum flexibility and configurability via a function by function menu of hosted and outsourced services options that will include Data Management, Facilities Management, and Operational Management.

Thomson PORTIA Database Administration Services (DBA Services) provides clients with flexibility and control - Thomson remotely manages and supports the technical aspects of the client’s PORTIA database, while the client owns and houses the hardware, and maintains ultimate control over their environment. Clients may choose between two levels of PORTIA DBA Services - either Standard, for clients who want Thomson to own the full database administration function, or Back-up, for clients who wish to utilize Thomson for backup and recovery.

Thomson PORTIA Facilities Management (FM) is a complete technical outsourcing option for clients who do not want to own and manage the technical environment. It provides clients with 24x7 monitoring of servers and networks with access to data and applications within a Thomson Data Center. Back-up and disaster recovery are part of this complete service. Implementation includes establishing the client server environment at TF Data Centers, setting up client specific access rights, and establishing secure, remote connectivity.  

The Thomson PORTIA Business Process Outsourcing (BPO) combines the technical features of FM with a customized approach to operational outsourcing. Clients can outsource specific functions choosing from a menu of optional services such as Custodial Reconciliation, Performance Measurement, Client and Management Reporting, Data Management and Advanced Batch Management.

“At TimesSquare Capital Management, we know that strong client relationships depend on meeting our performance objectives and providing a service level that institutional investors expect,” said Fred Kramer, Senior Vice President, Operations and Systems, TimesSquare Capital Management. “Having Thomson handle these day-by-day back-office functions, including daily reconciliations, pricing and corporate actions, enables us to concentrate on adding additional services and value for the investment team and our clients,” said Kramer.

“PORTIA Outsourced Services will provide asset managers with maximum freedom from day-to-day technical and operational support, so they are able to focus on their core mission – managing assets and providing value to customers,” said Christy Bremner, Global Managing Director, Thomson Financial. “What’s more, outsourcing dramatically reduces overhead by leveraging Thomson Financial’s expertise and scale to minimize total cost and operational risk,” said Bremner.

About Thomson Financial
Thomson Financial, with 2006 revenues of US$2 billion, is a provider of information and technology solutions to the worldwide financial community. Through the widest range of products and services in the industry, Thomson Financial helps clients in more than 70 countries make better decisions, be more productive and achieve superior results. Thomson Financial is part of The Thomson Corporation (www.thomson.com), a global leader in providing essential electronic workflow solutions to business and professional customers. With operational headquarters in Stamford, Conn., Thomson provides value-added information, software tools and applications to professionals in the fields of law, tax, accounting, financial services, scientific research and healthcare. The Corporation’s common shares are listed on the New York and Toronto stock exchanges (NYSE: TOC; TSX: TOC).

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Janice Addams
Senior Manager, Public Relations
Thomson Reuters
Tel: +1 646 223 6940
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