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Wealth management solutions

Thomson ONE Wealth

Today’s dynamic and fast-paced business environment demands an efficient and nimble advisory. Thomson ONE Wealth supports and empowers advisors by combining client and market data to deliver holistic and actionable insights.

Why choose Thomson ONE Wealth?

Today’s dynamic and fast-paced business environment requires an efficient and nimble advisory. Thomson ONE Wealth is a complete front-to-back-office workflow solution that enables firms to scale and adapt with ease and agility.

Keep abreast of market developments, so when an unexpected event unfolds, you can quickly assess the potential impact on your book of business. Enjoy unsurpassed depth and breadth of Refinitiv content to find patterns and create simple talking points. Use the wealth tools to create winning investment proposals, or the book management and client reporting tools to find actionable insights and strengthen existing relationships.  Stay on top of the market with Thomson ONE Anywhere to remain connected while on the go.

With Thomson ONE, firms can combine client data, market data and their own applications to unify workflow.  Our delivery teams have deep knowledge of clients’ challenges and the end-to-end advisor workflow and will help you take advantage of the full value of Refinitiv solutions.

  • 180k
    mutual fund share classes
  • 500+
    client/third-party integrations
  • 150k
    users

Features & benefits

What you get with Thomson ONE for wealth management

Unmatched, real-time content

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

Unparalleled insight

Combines with BETA – Connect client and market data for intelligent, customizable portfolio management.

A fully integrated solution

Mix and match internal, third party and Refinitiv services to support your unique workflow.

Selection and proposal tools

Use wealth tools to generate ideas, enhance investment selection, and build actionable and compelling proposals.

Powerful News Offerings

Monitor your book of business, add on award-winning Reuters news to differentiate yourself.

Multi-platform accessibility

With Thomson ONE Anywhere, your advisors have access to invaluable data via smartphone, tablet, or desktop.

Product in action

See Thomson ONE Wealth in action

Thomson ONE Anywhere

Use Thomson ONE Anywhere to stay on top of the market, a company, or a client account when you are on the go.

Screenshot of Thomson One Anywhere

Enhance client engagements with the market data, news and client information you need on a secure mobile platform