Thomson ONE Wealth Management Named 'Best in Class' for Desktop Components, Advisor Experience and Enterprise Support
(Thomson Reuters ONE) -
CEB TowerGroup Technology Assessment ranked leading Wealth Management platform
providers on critical product attributes
NEW YORK, June 27, 2013 - Thomson Reuters, the world's leading source of
intelligent information for businesses and professionals, today announced that
it has been named 'Best in Class' in three categories in CEB TowerGroup's
Advisor Desktop Technology Analysis ranking for 2013. CEB TowerGroup, a leading
research and advisory firm focused on the financial services industry, analyzed
leading advisor desktop solutions and ranked Thomson ONE Wealth Management as a
'Best In Class' offering in the Desktop Components, Advisor Experience and
Enterprise Support categories. TowerGroup's Technology Analysis is built on
transparent market research and surveys, vendor and financial institutions
interviews and research director expertise.
According to the CEB TowerGroup Advisor Desktop Technology Analysis report for
2013, "Thomson ONE Wealth Management offers advisors a holistic wealth
management platform for effective client service as well as an efficient
workflow. Behind the dashboard functionality, Thomson Reuters invested
significantly in "Workspace", an expansive suite of management tools to guide
the overall navigation and workflow construction."
"We're honored that Thomson ONE Wealth Management has been named 'Best in Class'
by CEB TowerGroup Technology Assessment," said John Fennelly, managing director,
Wealth Management at Thomson Reuters. "To have direct market research and our
clients recognize us for our ability to deliver best-in-class service,
performance, and innovative solutions is very gratifying. It is a testament to
our talented team of dedicated professionals who strive daily to meet the
evolving needs of our growing client base."
"As financial service executives evaluate new IT products to support their
business needs, many are overwhelmed by the volume of technologies available,"
said Aaron Kissel, executive director, CEB. "CEB TowerGroup is the only advisory
group qualified to evaluate such a broad range of financial services technology
tools and to help FSI's navigate the increasingly complex landscape."
Thomson ONE Wealth Management is a powerful and intuitive platform designed to
meet the end-to- end needs of wealth management firms. The solution's breadth of
capabilities include access to the most robust market and news coverage
available, intuitive interface design, integration of proprietary content and
third party applications, proposal generation tools, model management and
account rebalancing capabilities. In addition, the solutions' portfolio
management, real-time market data and end investor online portal all ranked
highly in TowerGroup's analysis. For further information about Thomson ONE
Wealth Management, go to http://www.trpropresearch.com/products/ToneWealth/.
A copy of the full Advisor Desktop Portfolio Analysis can be downloaded at CEB
TowerGroup.
CEB TowerGroup Technology Assessment Disclaimer
Technology Assessment Disclaimer CEB does not endorse any vendor, product or
service depicted in our CEB TowerGroup publications and does not advise
technology users to select only those vendors rated "best in class." CEB
TowerGroup research publications consist of the opinions of CEB TowerGroup's
analysts and should not be construed as statements of fact. CEB disclaims all
warranties, expressed or implied, with respect to this research, including any
warranties of merchantability or fitness for a particular purpose.
Thomson Reuters
Thomson Reuters is the world's leading source of intelligent information for
businesses and professionals. We combine industry expertise with innovative
technology to deliver critical information to leading decision makers in the
financial and risk, legal, tax and accounting, intellectual property and science
and media markets, powered by the world's most trusted news organization. With
headquarters in New York and major operations in London and Eagan, Minnesota,
Thomson Reuters employs approximately 60,000 people and operates in over 100
countries. Thomson Reuters shares are listed on the Toronto and New York Stock
Exchanges. For more information, go to http://thomsonreuters.com.
CONTACTS
Lauren Herman
Thomson Reuters
+1 646-223-5985
lauren.herman(at)thomsonreuters.com
Lemuel Brewster
PR Director, Investors
Thomson Reuters
+1 646-223-5147
Lemuel.brewster(at)thomsonreuters.com
Press Release (PDF):
http://hugin.info/142273/R/1712334/568240.pdf
This announcement is distributed by Thomson Reuters on behalf of
Thomson Reuters clients. The owner of this announcement warrants that:
(i) the releases contained herein are protected by copyright and
other applicable laws; and
(ii) they are solely responsible for the content, accuracy and
originality of the information contained therein.
Source: Thomson Reuters Corporation via Thomson Reuters ONE
[HUG#1712334]
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Datum: 27.06.2013 - 15:30 Uhr
Sprache: Deutsch
News-ID 273972
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