Wealth management

Meet the workflow needs of wealth managers with real-time cross-asset data and news, analytic capabilities, applications, and reporting tools.

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Eikon for wealth managers and wealth management services

Grow trading volume and increase margins

A customized suite of performance analytics, screening and charting tools allow you to visualize information, implement optimal portfolio strategies and transform how you see opportunities. For example, we can provide broker statistics and interactive maps to support critical functions across research, portfolio construction and monitoring.

Simplify your wealth management workflow and enhance connectivity

We make it easier to view research and investment ideas by bringing together information onto a single platform. And, with Eikon Messenger and App Studio your investment teams can generate and distribute investment ideas, research and strategy, all connected to live data, charts and analytics via a highly secure network.

Find ways to be even more productive

Designed to improve the efficiency and responsiveness of wealth managers, Eikon enables advisors to analyze and present content in Excel and other Microsoft Office products. With Eikon’s mobile app, you can access information when and where you want.

Constantly ensure you’re providing the most sound investment advice

With cross-asset class content, breaking news, and continuously updated information, you can stay ahead of global markets and world events to bring actionable insights to your clients. And, because Eikon is an open platform, your firm can not only access Thomson Reuters data and news but its vast, global third party content – all in one place. 

Eikon - wealth management

For intelligent wealth management tools

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