Thomson Reuters | Data, Analysis & Workflow Tools

Financial

Featured Solution

Thomson Reuters Eikon for Wealth Management Professionals

With Thomson Reuters Eikon we have built on our existing strengths of news with editorial insight, in-depth exclusive data, and extensive analytics and can now deliver a platform designed to support the specific needs of the Wealth Management markets.

Thomson ONE Wealth Management

Integrates goal-based financial planning, advanced portfolio management and book management to drive personalized and timely advice so that financial advisors can focus on clients' changing needs.

Thomson ONE Performance Reporting

The Thomson ONE Performance Reporting module is a turnkey performance measurement solution with integration to PORTIA Perform, the industry leading performance calculation engine.

Thomson ONE Book Management

Helps you manage your book of business, increasing your productivity while helping your clients reach their financial goals.

Thomson ONE Fixed Income Market Data

Fixed income data and news automatically tied to your client portfolios.

InvestmentView

Provides the ability to search and display information on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts.

StockReports+

A comprehensive source for analytics at the stock, industry, portfolio, and market levels. Detailed reports highlight essential research and ratings and provide a full range of idea generation tools.

Thomson Reuters eXimius

Front-office investment, wealth, and relationship management workflow application targeting the private client wealth management market.

Framework Integration Services

Framework Integration Services is a set of APIs and services that allow you to create integrated desktop experiences with applications built and hosted by your firm and/or third parties.

iWealth

Formerly known as Investor Tools, iWealth is a suite of online financial tools that integrate seamlessly into your web site and deliver leading-edge design, content, and function.