Reach your investment goals with intelligence from Thomson Reuters. 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, allowing you to access the information you need anytime, anywhere.

With Reuters Wealth Manager, you can:

  • Make informed decisions with confidence  - Access to accurate, global, cross-asset information along with world-class news gives you the information you need to make fast, informed investment decisions. Streaming real-time delivery of data and news offers a clear view of market moves and trends.
  • Quickly find the right funds for your clients  - A vital component of a broad, balanced view for investment portfolios is access to extensive funds information. Lipper's database of more than 90,000 funds tracked globally offers a unique market perspective. In addition, pre-defined Reuters Views enable you to sort, manipulate and chart across the full range of funds data.
  • Easily identify the right investments  - A range of technical analytic capabilities lets you easily identify the right investments for your client portfolios. Link via Excel to real-time streaming, snap and company fundamental data. Or access more than 20 popular models and studies with up to 10 years historical intraday pricing.

Why choose Reuters Wealth Manager?

  • Global perspective: Broad, comprehensive coverage across the equity, bond, money, funds and commodities markets, with international and domestic coverage and world-class news.
  • Streaming solution: The latest market updates are delivered to your desktop.
  • Comprehensive funds coverage: Includes the Reuters Lipper Funds database of more than 90 000 funds tracked globally.
  • Intuitive: An extensive library of pre-defined market views display important data easily and quickly.
  • Easy access to the right information: PowerSearch enables quick and efficient searching across asset classes and within news coverage.
  • Personalized desktop:  A screen-building tool enables you to combine the market data elements you need.
  • Simple implementation: Browser-based delivery minimizes cost and support overheads

Lightweight desktop -  simple to implement using standard technologies.

Multi-language support - in eight languages including English, French, Italian, German, Spanish, Japanese, Traditional Chinese and Simplified Chinese.

Flexible workspace - organize the Reuters Wealth Manager desktop using simple-to-build FlexSheets of News, Quotes, Charts and QuoteLists.

Reuters analysis views - comprehensive pre-built displays for easy access to detailed analysis of instruments, sectors, Lipper funds, indices or country-wide economic conditions.

Quotes - display instruments with a full set of data fields and cross-reference easily to related information.

QuoteList - extensive support for organizng the instrument universe, including shared quote lists and streaming-enabled information.

Portfolio tracker - tracks up-to-date values in one of five currencies in QuoteList format.

Powerful search engine

  • Name and code search - find companies and traded instruments easily with powerful searching across asset classes and market coding schemes
  • Criteria search - pinpoint instruments with a precise profile you specify, for example by index membership, sector, performance, asset class or instrument-specific fields
  • News stories and news search - powerful searching across news stories including 90-day archive, RIC searching and saved searches

Group Management - easily share across user groups within an organization to maximize efficiency.

Charts and technical analysis - interactive charting and analysis with intraday & tick data on 200,000+ instruments and up to 10 years history.

Quick calculators - perform a range of calculations including equity options pricing and standard bond analytics.

Link to Excel - create and manipulate Reuters streaming market data in spreadsheets.

Alerting - be notified of market events through email, text or Reuters Messaging.

DESKTOP TECHNOLOGY

The Reuters Wealth Manager service is accessed exclusively via the browser-based Reuters Web Desktop

The Reuters Web Desktop runs in the Microsoft Internet Explorer environment. The container and display components are loaded 'on the fly', using Java, Java Script and Microsoft.Net technologies, maximizing firewall and proxy server transparency. This is a 'zero footprint' desktop option, with no software installation on local PCs. Its technical characteristics are:  

  • Runs in the Microsoft Internet Explorer environment
  • Container and data display components loaded 'on the fly'
  • Connection via HTTPS or HTTP to Reuters or local servers
  • Firewall friendly
  • Data permissioning managed by Reuters

DESKTOP OPERATING ENVIRONMENT

For optimum product performance, Reuters Wealth Manager requires a standard Microsoft operating environment.

For comprehensive connection and more technical details, a Getting Started User Guide is available with details of operating systems, browser settings and connection details.

DELIVERY OPTIONS

Reuters Wealth Manager is a fully hosted service accessed via BT Radianz (in key European centres), or the internet.

BT RADIANZ

Reuters Wealth Manager is available via BT Radianz in key financial centres. Radianz is the world's most extensive financial services IP network, providing the financial community with access to the latest in communications, information and services. BT Radianz is a high performance, highly secure private network, optimized for the financial community.

INTERNET

Accessing Reuters Wealth Manager via the internet cuts out any need for on-site infrastructure and dedicated delivery channels and substantially reduces the cost of accessing Reuters information. 

SUPPORT

Key Features of Reuters Support
  • Easy access - Contact our support staff via the "Contact Us" email button on your Reuters Wealth Manager screen, and we?ll aim to respond to you within 15 minutes
  • A single point of contact for resolution of all customer service issues, as well as a status record and audit trail of all issues resolved or pending
  • Local language support during the above hours

You can also contact Reuters Support via the Reuters Customer Zone - see contact details to the right.

TRAINING

Reuters Wealth Manager offers a comprehensive on-line material to help you get the most out of the product:

  • Comprehensive Product Help
  • eLearning
  • Dynamic FAQs
  • On demand eLearning

All training and product material can be accessed direct from your Reuters Wealth Manager screen.

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