Thomson ONE Total Wealth

Intelligent information delivered through one flexible source

Highlights

  • Integrated scalable solution
  • Connect your entire organization
  • Robust content & smart design

Intended for

  • Front Office Manager
  • Traders & Brokers

Description

Thomson ONE Total Wealth offers a flexible, end-to-end solution for your entire organization. Simplify your workflow with the only fully integrated solution available that can seamlessly connect your front office applications, your back office transaction processing system and your investor facing web platform.

Give your advisors access to all the information and services they rely on everyday through one intuitive solution. And take integration even further with tools that enable you to add your own proprietary and third party apps. We provide everything you need to create your own services and integrate your own content into Thomson ONE Total Wealth, quickly and easily.

Features

Benefits

The Total Package

Includes all of the market monitoring, investment selection and proposal generation capabilities available with Thomson ONE Wealth Select. When integrated with your back office system, it will power your firm's growth with a complete suite of advanced tools, including book management and client reporting.

Book Management

Provides greater visibility and increases your productivity, by enabling you to identify and follow-up on opportunities, mitigate business risk and manage market impact on client portfolios.

Client Reporting

Helps you put performance into context and give your clients an accurate view of their portfolio holdings. Generate performance reports across multiple account and asset types using a single platform.

Model Management, Rebalancing and Trading

Enables you to monitor drift and implement rebalancing across an individual or multiple accounts, in a completely integrated workflow (can be added to your services if Thomson Reuters Beta Systems is your back office solution).

Thomson Reuters BETA Systems

Our complete transaction processing solution providing everything you need to manage your daily operations, as well as forward-thinking features to keep you positioned for the future.

Thomson Reuters Online Solutions

Provide market data, securities monitoring, trading and account management capabilities, which can be integrated into your existing online portals or desktop framework.

Download Fact Sheet

Fact Sheets