Product
eXimius Solution Suite for Investment & Wealth Management
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Tags: Portfolio Management, CRM, front office, mid office, order management,client reporting, risk measurement, risk management, financial planning, performance attribution, decision support, STP, Financial Planning, Customer Due Diligence,
Overview
eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
The product has been designed by practitioners from the wealth management industry to meet the enterprise-wide needs of private client investment firms. It supports discretionary and advisory management as well as execution-only operations across retail & private banks, stock brokers, family offices, and other financial advisory firms.
With eXimius, you can:
- Increase, extend, and differentiate service levels to your clients.
- Improve your cost-to-income ratio.
- Work proactively on your clients' portfolios.
- Serve more clients in less time.
- Meet increasingly rigorous compliance standards.
- Put in place a complete decision platform.
Why choose eXimius?
- Workbench strategy: A single integrated environment.
- Convenience by design: A highly intuitive user interface, with built-in triggers and alerts.
- Leading edge technology: Zero desktop administration.
- Enterprise-wide solution: Perfectly scalable; designed for high volume and white labeling.
Learn more about this product
Visit the Thomson Reuters Financial website
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