Featured Solution
Thomson ONE Wealth Management
As a leading provider of investment tools and information, Thomson Reuters understands the dynamic needs of wealth management professionals and the competitive environment in which they operate. To win client confidence, you need tools that enhance your ability to make informed recommendations and manage portfolios effectively, while giving you the time and capabilities to strengthen client relationships through sophisticated portfolio management with robust financial planning and analysis. Learn more.
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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.
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Reuters Wealth Manager
Designed specifically for wealth managers and financial advisors, Reuters Wealth Manager delivers global, streaming cross-market data, world class news coverage and the Lipper funds database – all via the internet.
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eXimius
Front-office investment, wealth, and relationship management workflow application targeting the private client wealth management market -
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.
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Stock Reports
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
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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.
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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.
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Thomson ONE Book Management
Helps you manage your book of business, increasing your productivity while helping your clients reach their financial goals.
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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.
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Reuters Knowledge Direct for Wealth Management
Reuters Knowledge Direct for Wealth Management targets online brokerages and Wealth Management firms wanting to integrate Thomson Reuters content and tools into their own custom built solutions, aimed at their own end clients (private investors) and/or their advisors.
