Thomson ONE Wealth Description

In today's dynamic, fast-paced business world, you need a flexible and efficient advisory. Thomson ONE Wealth provides a complete front to back-office workflow solution, allowing firms to scale and adjust with ease and agility. Keep up-to-date with market developments so that you can quickly assess any impact an unexpected event may have on your book of clients. LSEG's content is unmatched in its depth and breadth, allowing you to create simple talking points and discover patterns. Use the wealth tools to develop winning investment proposals or the book management and customer reporting tools to find insights and strengthen existing relations. Thomson ONE Anywhere allows you to stay connected on the move and on top of market trends. Thomson ONE allows firms to combine client data, market information and their own applications in order to unify workflow.

Integrations

No Integrations at this time

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Company Details

Company:
LSEG Data & Analytics
Headquarters:
United Kingdom
Website:
www.lseg.com/en/data-analytics/products/thomson-one-wealth-solutions

Media

Thomson ONE Wealth Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
In Person
Customer Support
Online

Thomson ONE Wealth Features and Options