Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
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About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.

About

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 LSEG 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance

Audience

Advisors wanting a platform that combines client and market data to deliver holistic and actionable insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/

Company Information

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

Alternatives

Alternatives

Concourse Legal Hold

Concourse Legal Hold

Thomson Reuters
MoneyWare

MoneyWare

Miles Software (EbixCash)
Summit

Summit

Summit Wealth Systems
Firm Central

Firm Central

Thomson Reuters
Avaloq Core

Avaloq Core

Avaloq

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Objectway and update features and information
Claim Objectway and update features and information
Claim Thomson ONE Wealth and update features and information
Claim Thomson ONE Wealth and update features and information