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.

Thomson ONE Wealth Management supports every facet of the wealth management process, with workflow solutions for the diverse needs of the industry. Thomson ONE combines essential wealth management tools, real-time market data, and back-office processing into one comprehensive, easy-to-use solution.

Overview
What's Included

With Thomson ONE Wealth Management, you can:

Increase productivity through presentation of relevant, timely, and consolidated information presented in a single workflow solution.
Seamless client and account data integration on a firm-wide basis, eliminating the need for manual data entry or on-demand data import.
Improve the quality of service for your clients with consistent advice, reporting, recommendations, and communication.
Up-sell or cross-sell a wider range of products and services by more effectively identifying opportunities.
Manage clients better with the widest range of relevant information and the tools necessary to take action.
Leverage data integration and consolidation to provide a holistic view of your client's current assets.
Use a single solution from a single trusted provider.

Why choose Thomson ONE Wealth Management?

Seamless Integration: Integrates client and account data across wealth management functions into a single workflow.
Book Management Dashboard: Comprehensive view into your book of business utilizing the unique Book Management Dashboard and querying features.
Integrated Performance Reporting: Offers advisors and their clients valuable insight into the performance of their assets.
Robust Client-Ready Reporting Suite: Includes client review reports, portfolio reports with performance measurement, asset allocation reports, financial planning reports, and security profile reports.
Goal-Based Planning: Plan for real-life events with integrated asset allocation using the Financial Planning module.

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.

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. This integrated solution allows you to generate performance reports across multiple account and asset types, using a single platform and eliminating the need for a separate performance calculation engine. Using the Thomson ONE Wealth Management Performance Reporting module you can leverage consistent data across the platform, such as client house holding and asset classification, to deliver robust performance reports that are complimentary to the powerful suite of reporting tools available in the solution today. Our flexible database structure provides the necessary ability to easily convert performance data from your existing performance engine, giving you the option of outsourcing the majority of technical and operational support for reporting to a trusted partner.

Financial Planning

Thomson ONE Wealth Management's Financial Planning module makes it simple for financial advisors to develop a financial plan that helps achieve the financial goals that are most important to their clients. The module incorporates cutting-edge Monte Carlo probability analysis, traditional fixed rate analysis and life events planning capabilities designed to guide an advisor through the on going process of assessing, analyzing and maintaining the health of their clients’ financial future. This array of modeling tools are all geared to giving the advisor choices in how to best demonstrate and sell their recommendations.

Portfolio Management

Manage and track both internal accounts and held-away assets to provide a holistic view of a client’s current assets. Portfolio Manager seamlessly integrates the ability to monitor, analyze and report on a client’s portfolio with powerful asset allocation and reporting tools. By providing a single comprehensive view of a client’s total assets, the financial advisor is able to better identify sales opportunities and effectively manage their most trusted relationships.

Asset Allocation

The Thomson ONE Asset Allocation module arms financial advisors with tools that turn their investment recommendations into actionable plans and personalized, persuasive presentations. Uniquely designed to guide financial advisors through the essential steps in developing a successful investment plan, the Asset Allocation module can help identify a client’s objectives and reinforce recommendations. This powerful allocation tool can be used to turn prospects into clients or as a mechanism to help fine-tune a client’s portfolio.

Real-Time Market Data

Stay on top of the global markets with the Thomson ONE Wealth Markets solution. Thomson ONE integrates unrivaled news, research, and analytics with configured value-added capabilities to provide a complete workspace in a single view. Obtain essential data and financial tools with a single click.