1. Home
  2. Products
  3. Thomson ONE Wealth

Wealth management solutions

Thomson ONE Wealth

Give your advisers access to the news, information, tools, and services they rely on – anytime, anywhere. Thomson ONE Wealth is a front-to-back office workflow solution that is intuitive, integrated, and scalable. It’s the key to intelligent wealth management.

Why choose Thomson ONE Wealth?

Today’s wealth managers need to provide exceptional client service, backed by the latest insights, yet only 27% are satisfied with their existing mobile platform, and 68% say keeping up with new technology is now their top priority.

Thomson ONE is the only integrated front-to-back office workflow solution in the marketplace. It gives your wealth advisers the depth and breadth of news, research, and data they need to build, reinforce, and strengthen client relationships, all of which helps stimulate growth within your firm.

Accessed across multiple platforms – desktop, mobile, or system-integrated – it gives advisers the relevant market data and news they need to help their clients reach their financial goals.

Thomson ONE bridges the gap between front and back office with BETA Link, enabling your firm to integrate client data into each adviser’s desktop. Plus, with the Thomson ONE Anywhere mobile app, your advisers can service their client base wherever they’re located.

  • 180k
    mutual fund share classes
  • 500+
    client/third-party integrations
  • 170k+
    users

Features & benefits

What you get with Thomson ONE for wealth management

Multi-platform accessibility

With Thomson ONE Anywhere, your advisers have access to invaluable data via web-based, mobile, or Smart Client platforms.

Unparalleled insight

Combines with BETA - connect client and market data for intelligent, customizable portfolio management.

A fully integrated solution

Streamline adviser workflows with access to integrated client, company, and market data – all via a single platform.

Unmatched, real-time content

Spot new opportunities to help clients achieve goals with our comprehensive, market-leading news, data, and real-time alerts.

Extended global research

Validate investment ideas by tapping into global research from our 1,000 active broker and independent research firms.

Selection and proposal tools

Streamline workflows with optional, integrated tools. Generate ideas, select investments, and build compelling proposals.

Product in action

See Thomson ONE Wealth in action

BETA Link

To increase productivity and stay up to speed, advisers need real-time market data and client account information integrated into their desktop experience. BETA Link bridges the gap between front and back office.

 

Screenshot of accounts guide, showing open tax lots

Integrated real-time market data and customer account information in a comprehensive, intuitive workstation

Screenshot of Thomson One Anywhere

Thomson ONE Anywhere provides access to the market data, news and charts you need on a dynamic mobile site

Thomson ONE Anywhere

Make decisions with confidence and enhance client engagement on the go. The Thomson ONE Anywhere app gives your advisers access to market-moving news and business information – wherever and whenever they need it.