Thomson ONE Book Management
Thomson ONE Book Management enables advisors to spot and follow up on opportunities, mitigate business risk, identify market impact on clients' portfolios, and grow their business through increased productivity.
The module works within the Thomson ONE framework and consists of a Book Dashboard or home page, allowing users to create customized views into their book of business, optimized and presented in a consolidated fashion. View items such as commissions vs. targets, commissions by account size, new money lists, cross-book asset, sector and security type allocation, top holdings, or top clients by asset size.
In addition to the Book Dashboard, the module possesses robust Book Query capabilities across vital data such as commissions, households, investors, accounts, and security information. Actionable query results allow for follow-up via a Call List feature or the ability to add the query to the Book Dashboard.
With Thomson ONE Book Management, you can:
- Increase productivity through relevant and timely information presented in a efficient manner.
- Gain valuable insight into new business opportunities and mitigate risk by analyzing clients, accounts, and securities across your book of business.
- Spot opportunities within your book of business and quickly follow-up.
- Target specific key areas of your book of business using hundreds of different data points.
- Easily isolate Clients' holding-specific trading instruments.
- Identify timely changes in your business and take action immediately.
Why choose Thomson ONE Book Management?
- Book Dashboard: Provides a comprehensive snapshot view of your overall book of business.
- Integrated into the Thomson ONE Workflow: Makes further detailed analysis possible within your existing desktop.
- Advanced Query and Search Engine: Query your book of business on over 950 data points.
- Actionable Query Results: Follow-up via a Call List feature or add the query to the Book Dashboard.
Book Dashboard
- Advisor's overall book of business at a glance.
- Customized book information at your fingertips.
- Over 30 pre-determined queries.
- Displays most relevant book of business information across households, investors, accounts, and securities.
- View items such as commissions vs. targets, commissions by account size, new money lists, cross-book asset, sector and security type allocation, top holdings, or top clients by asset size.
- Context passing allows users to easily leverage other areas of the Thomson ONE Wealth Management solution with no need to enter data multiple times.
- Direct links to more detailed client, account, and security information.
- Quick insight into how each advisor is managing their book of business and harvesting commissions and fees at the appropriate levels, enabling branch managers to oversee the underlying book of business for all of their financial advisors
Book Query
- Advanced search capability using over 950 different data points over your entire book of business.
- Underlying data consists of commissions, investor demographics, account balances, and position information on households, investors, accounts, and securities.
- Custom queries can be run daily and made available in the Book Dashboard.
- Create actionable call lists: select investors from the Book Overview feature and insert them into a call list to follow-up; easily add notes and contact information.
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