Thomson Reuters eXimius is a complete and intuitive workbench for all participants in the wealth management enterprise. eXimius has been built to satisfy the specific needs of the changed business climate within the wealth management sector. The eXimius solution suite encompasses the following functional modules:

Portfolio Management

The Portfolio Management module enables the eXimius user to structure client accounts, measure performance and risk, and comply with the demands of the regulator. Its powerful modeling and benchmarking functionality offers the ability to manage each client's portfolio against a tailored investment model and measure performance against industry and synthetic benchmarks. The sophisticated rebalancing and simulation functionality aids decision making and is backed by order capture and follow-up. The reporting component allows regular, more detailed customer reporting tailored to individual customer circumstances.

Integrated CRM & Customer Due Diligence

Customer service, identification, and research is paramount in the acquisition and retention of clients. The eXimius CRM module is a centralized location for managing and reporting all the personal investment and contact information of prospects and clients. It functions as a powerful resource for logging all client contact, preference, and family information; its recording capabilities allow easy access to details of meetings and conversations. The Profiling & Segmentation component sorts groups or individuals with shared characteristics, enabling precise targeting for campaigns or events. The Query & Alert engine triggers systematic follow-up and review procedures.

The Customer Due Diligence module is a natural extension to the CRM module and ensures that the wealth manager complies with KYC and AML regulations, performing on-going due diligence between private banks and their customers.

Performance Attribution

eXimius Performance Attribution puts the user at a competitive advantage by providing detailed performance analysis. It measures where and to what degree the portfolio manager's skills have added value to the portfolio.

Financial Planning

The eXimius Financial Planning module enables wealth managers to collect all the data required to understand their client via a fact-finding questionnaire and interactive polling. It then presents the data and positions the manager to deliver investment and wealth proposals to the client by providing an interactive view on the future of the expected evolution. By highlighting best- and worst-case scenarios against various wealth strategies, the module helps investment and relationship managers agree to an appropriate investment approach with the client, and cross-sell and up-sell as appropriate.

Document Warehousing

To foster good customer relations and meet the demands of the regulator, actioning, storing, and retrieving all communications relating to client accounts is essential. In line with the "horizontal workbench" approach, the fully integrated eXimius Document Warehousing module digitally manages, indexes, and stores millions of pages of paper and electronic documents. The workflow element ensures all incoming and outgoing communications are securely owned and kept active and transparent throughout their life cycle. When all actions are complete, they are then filed for rapid retrieval.

Collaboration and Supervision

The Collaboration & Supervision (C&S) module allows secure one-click integration and synchronization of office automation software such as Microsoft® Office with online market data and news.

The reporting engine component of the C&S module enables the delivery of across-the-board performance improvement by allowing you to monitor, examine, visualizes, and distribute vast amounts of data effectively. Produce sophisticated, flexible, clear, and concise client reports and easily distribute them via multiple delivery channels. Examine and visualize underlying data through integration with heat mapping applications, and complement standard data warehouse queries with ad-hoc and scheduled data warehouse queries. Perhaps most powerfully, the alerting and signalling engine can be configured to monitor the underlying data and automatically warn users of exceptions.

Buy-Side Order Management System

eXimius allows the user to enter and follow up orders from multiple entry points - manually, from within a portfolio or a query engine, or as a result of a rebalancing decision or a reverse portfolio. With its intuitive user interface and clear navigation between modules, the eXimius front office system provides access to the order management system from any point in the wealth management process.

The eXimius order management system supports all asset classes from equities and bonds to mutual funds and derivatives. It facilitates all common order types, including market orders, limit orders with execution conditions, and single or block orders.

Thomson Reuters eXimius allows private client wealth management organizations to solve the dilemma their wealth managers are encountering every single day: How can they deliver better, more personalized and more pro actively driven, services to a growing client base?

The answer lies in the mass customization and this is precisely the field that eXimius is addressing. Through smart automation eXimius allows its users to spend more time to their clients' specific needs and requests.

The wealth manager's dilemma is how to balance the conflicting interests of maintaining a high level of client intimacy across a growing number of clients while increasing operational efficiency and having enough time left to make good investment decisions. Can client intimacy and operational efficiency both be increased resulting in increased revenue and reduced costs?