Our solutions combine intuitive design with robust content and capabilities to quickly connect advisors to valuable intelligence.

  • Thomson ONE Wealth – An advanced market data application providing robust market and news coverage.
  • Thomson ONE Wealth Select – Pairs industry-leading market data and news with our investment selection and proposal generation tools
  • Thomson ONE Total Wealth – Our complete range of integrated, scalable solutions designed to seamlessly connect your entire organization—from front-to-back office

Features

  • An intelligently designed interface
  • Advanced search and filter tools
  • Alert capabilities
  • Instant access to indispensible information

Benefits

  • Simplify your workflow and access all the information you need in just one click
  • Everything you need to know about specific securities, markets, companies and economic indicators
  • Information when and where you need it - delivered to your desktop and mobile device

What's Included

  • User-friendly Design: Easily navigate and find the most relevant information.
  • Real-time Alerts: Immediately act on significant events that will impact your book of business.
  • Market Intelligence: Expansive market data and news, including real-time and historic pricing, indices data, industry and sector information, reference data and financial news.
  • Company Data: All the critical information you need to make the right investment recommendations to your clients, such as estimates, fundamentals, ownership, research and StreetEvents.
  • In depth Analysis: Advanced screening and filtering tools that enable you to quickly and accurately locate the most relevant information.
  • Reuters Insider: A powerful video experience, featuring financial programming that goes beyond the headlines, to help you generate actionable investment ideas and validate strategies.
  • Reuters News & Editorial: Additional access to breaking news and events, alongside our robust market data and information.

Features

  • Seamlessly combines our industry leading global market data and news with our sophisticated investment selection and proposal generation tools
  • Simplifies complex workflows and helps enhance advisor productivity with intuitive navigation, robust search and filter capabilities and “My Pages” feature

Benefits

  • Enables advisors to manage their business more effectively using content and tools that make it easy to identity suitable investments
  • Generate multi asset proposals, validate recommendations and track portfolios
  • One intuitive solution covering key elements of the advisor workflow

What's Included

  • All in One Solution: Streamline your operations with a single solution to address key elements of the advisor workflow.
  • Proposal Generation: Effectively illustrate your recommendations and turn them into actionable plans in no time.
  • Investment Selection and Analysis: StockReports+ and Lipper fund information, to enhance your analysis and validate your recommendations.
  • Hypothetical Illustrations: Produce investment illustrations and generate detailed security profiles which you can share with your clients.
  • Reuters Insider: A powerful video experience, featuring financial programming that goes beyond the headlines, to help you generate actionable investment ideas and validate strategies.
  • Reuters News & Editorial: Additional access to breaking news and events, alongside our robust market data and information.

Features

  • A flexible, end-to-end solution for your entire organization

Benefits

  • Simplify your workflow with the only fully integrated solution
  • Seamlessly connect your front office applications, your back office transaction processing system and your investor-facing web platform

What's Included

  • The Total Package: Includes all of the market monitoring , investment selection and proposal generation capabilities available with Thomson ONE Wealth Select. When integrated with your back office system, it will power your firm's growth with a complete suite of advanced tools, including book management and client reporting.
  • Book Management: Provides greater visibility and increases your productivity, by enabling you to identify and follow-up on opportunities, mitigate business risk and manage market impact on client portfolios.
  • Client Reporting: Helps you put performance into context and give your clients an accurate view of their portfolio holdings.
  • Model Management, Rebalancing and Trading: Enables you to monitor drift and implement rebalancing across an individual or multiple accounts, in a completely integrated workflow (can be added to your services if Thomson Reuters Beta Systems is your back office solution).
  • Thomson Reuters Beta Systems: Our complete transaction processing solution providing everything you need to manage your daily operations, as well as forward-thinking features to keep you positioned for the future
  • Thomson Reuters Online Solutions: Provide market data, securities monitoring, trading and account management capabilities, which can be integrated into your existing online portals or desktop framework.