Wealth Management Solutions for better investments

Wealth management solutions

Optimize your productivity and engage your audience. With our sophisticated wealth management solutions, you have the content and tools to give you the edge, every time.

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Solutions that optimize productivity and enhance the practice, while engaging high net worth audiences.

Empower your advisors with perspectives that go beyond the headlines, and capabilities that add value to client relationships. Provide the market data that will support advisory relationships and guide clients through investment decisions, with easy-to-use analytical tools. From the front to the back office, Thomson Reuters wealth management solutions offer best-in-class infrastructure, news and market content that match your business requirements and will delight your customers.

Wealth management solutions

Thomson Reuters Eikon

Thomson Reuters Eikon provides the critical content and tools for asset management monitoring. It gives you a unique view of the financial markets via a highly intuitive interface, so you can quickly view relevant information, understand it and act on it. You’ll identify movement and impact on your client portfolios, react with speed and provide a superior level of service.

You also get access to our Lipper global funds database covering mutual funds, ETFs, closed-end, insurance, pension and hedge funds.

Thomson Reuters Digital Solutions

Transform the web-based information services you deliver by integrating Thomson Reuters market data and capabilities into your advisory portal, company intranet/extranet, online trading platform, mobile app or custom website. Content is packaged for easy access and delivered in industry standard formats.

Thomson ONE Wealth Solutions

Thomson ONE provides the Industry’s most comprehensive front office solution for wealth management. Features include customizable book of business dashboards, and a sales proposal module allowing you to rapidly create multi-asset investment proposals using analysis tools integrated with Lipper fund performance data.

Our financial planning module makes it simple for advisors to develop plans focused on client goals, and the solution combines analysis and reporting with powerful asset allocation tools for ongoing portfolio management. Finally, real-time market data, news and commentary keep you abreast of the latest developments.

BETA Brokerage Processing Solutions

Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations and address the unique needs of your firm and your customers.

A single code base and unified database drives all of our products, eliminating the data integrity issues associated with separate applications and delivering the highest levels of reliability.

The parameter-driven customization features of BETA deliver a hosted solution with a unique level of flexibility to meet the needs of individual businesses.