Portfolio management tools and information

Thomson ONE

Delivering a broad range of financial content within a workspace that's geared to your needs and workflow - investment research tools for superior decision making.

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Pedestrians pass office blocks in the City of London June 19, 2013
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Intelligent information, one source

Our Thomson ONE Wealth Solutions are the most comprehensive wealth management offerings for successfully navigating today’s dynamic markets and staying abreast of market activity, breaking news and analysis.

Intelligent information delivered – where and when you want it.

Thomson ONE Wealth

Thomson ONE Wealth is our advanced market data application that offers the most robust market and news coverage available. Customizable with add-ons, and with an intelligently designed interface, it has advanced search and filter tools, plus alert capabilities to ensure you have instant access to indispensable information.

Simplify your workflow and access all the information you need in just one click.

Thomson ONE Total Wealth

Our Total Wealth solutions give your advisors access to all the information and services they rely on everyday. Benefit from an end-to-end package for your entire organization.

Content and features

User-friendly design

We’ve streamlined the Thomson ONE Wealth interface to make it easy to navigate and find the most relevant information without any guesswork. The new Customized Workspace feature allows you to create and edit groups, pages, pop-ups and docked services with ease. The multi-window capability allows you to view more than one client account at the same time, so you can effectively manage and prioritize activities.

 

Real-time alerts

Give your clients peace of mind by ensuring their investments strategies remain on track. It’s easy to set-up and manage real-time alerts, so you can immediately act on significant events that will impact your book of business. You can also configure watchlists and portfolio lists to monitor market conditions, pricing and trading activity.

 

Market intelligence

We cover the world’s markets with our expansive market data and news, including real-time and historic pricing, indices data, industry and sector information, reference data and financial news; providing important insight into factors and trends driving the market, as well as investment behavior.

Company Overviews – Quickly understand all facets of a public company with our overviews, including key ratios, capital structure, latest deals, top holders, and events plus credit ratings where applicable.

Derivatives Data – View equity, interest rate, credit, foreign exchange, as well as commodities and energy derivatives information.

Equities Data – Look up performance for stocks using our global screener and view top holders information.

Fixed Income Information – Add on our Fixed Income data to receive integrated access to information and news covering treasuries, corporate bonds, municipal bonds, swaps, and indices data including terms and conditions, real-time pricing and risk measures.

News – Access over 150 news sources, including Reuters News, to stay on the pulse of the market. Our streaming news and quotes provide an instant indicator of market conditions and access to breaking stories.

 

Company data

Get the complete picture with our robust company information. Nobody offers the depth and breadth of data that you’ll find on Thomson ONE Wealth.

Delve into a company’s fundamentals, estimates, research information and much more. View related news stories, company trading analysis, as well as events and filings information.

It’s all the critical information you need to make the right investment proposals to your clients.

Estimates – Screen investments and track performance with coverage that spans 81 countries and nearly 22,000 companies.

Fundamentals – Choose investments wisely with our fundamentals, covering over 43,000 companies, including extensive history, financial statement and footnote data, segment content and industry-specific metrics.

Ownership – Find out who’s buying and selling with our unparalleled share ownership coverage, including mutual funds, variable annuities and 13F institutions.

Research – Analyze and validate investment ideas with access to our global collection of investment research from more than 1,000 active broker and independent research firms.

StreetEvents – Get market perspective from the largest provider of corporate, institutional and proprietary event content. Our coverage spans over 18,000 companies and over 100 indices, and it includes call or webcast details, transcripts, briefs, guidance, SEC filings and more.

 

In-depth analysis

For those times when you need to dig deeper and conduct more analysis, we offer advanced screening and filtering tools that enable you to quickly and accurately locate the most relevant information.

Use our charting tool to benchmark stock performance against peers and indices. The “My Pages” feature allows you to create custom views, so you can easily retrieve the information that’s most important to you.

 

Thomson ONE Anywhere

Extend your Thomson ONE Wealth desktop to your mobile device with Thomson ONE Anywhere. Thomson ONE Anywhere allows access to real time quotes, intelligent news and client information while away from your desk.

With the ability to trade remotely, Thomson ONE Anywhere is essential for busy advisors who need easy access to client information and industry news at all times.

Markets and industries

Wealth management

A flexible, end-to-end portfolio and wealth management offering for your organization.

Thomson ONE Wealth Solutions

Intelligent portfolio management

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