Thomson Reuters today announced it has signed MacDougall, MacDougall and MacTier to a 36 month contract for the eXimius private client wealth management platform. The 150-year-old wealth management firm is the second in Canada to sign with eXimius. The front office wealth management platform integrates all relevant systems and processes into a complete solution for managing high net worth business on a holistic, multi-asset class level.
“The eXimius front office application will enable us to provide unmatched service tailored to meet the requirements of our private investment management clients wherever they may be,” said Tim Price, MacDougall, MacDougall and MacTier President and CEO.
“We’re delighted to have signed one of Canada’s most prestigious wealth management firms which has a long and distinguished history in Ontario and Quebec,” said John Fennelly, Global Managing Director of Thomson Reuters Wealth Management.
The decision to sign with eXimius was driven by the need for strong client service and the desire for performance and risk capabilities that allow for greater differentiation among their peers. eXimius provides client management, portfolio management, wealth planning and reporting capabilities that support proactive management, and ensures compliance at all levels- instrument, asset, portfolio, client and firm- without impacting organization efficiency.
eXimius features a highly configurable and intuitive interface which can be simplified when needed. The platform provides structure and efficiency around all critical functions in the wealth management business from client prospecting to client acquisition and on-boarding, to managing an existing base of business and maximizing a firm’s resources. It also has the ability to generate orders by various means and provides support in managing both discretionary and newer advisory business, while helping to meet current and future regulatory requirements.
Platform to Engage Growing Global Community of Women in Risk, Regulation and Compliance. The Risky Women® network has unveiled the launch of ...View article
Thomson Reuters Checkpoint Catalyst has released a Topic on the U.S. federal transfer pricing rules to help multinational corporations and their advis...View article
Thomson Reuters today announced it is collaborating with Salesforce to help clients quickly and efficiently on-board new customers and meet regul...View article