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.

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.

Learn more about this product

Visit the Thomson Reuters Financial website