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.
Features & benefits
With Thomson ONE Anywhere, your advisers have access to invaluable data via web-based, mobile, or Smart Client platforms.
Combines with BETA - connect client and market data for intelligent, customizable portfolio management.
Streamline adviser workflows with access to integrated client, company, and market data – all via a single platform.
Spot new opportunities to help clients achieve goals with our comprehensive, market-leading news, data, and real-time alerts.
Validate investment ideas by tapping into global research from our 1,000 active broker and independent research firms.
Streamline workflows with optional, integrated tools. Generate ideas, select investments, and build compelling proposals.
Product in action
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.
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.
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