Thomson Reuters announced the rollout of Thomson ONE Wealth Management to 2500 financial advisor desktops at Oppenheimer & Co. Inc, an investment bank and full service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. As part of the multi-million dollar contract, the rollout of Thomson ONE Wealth Management will replace the current Reuters Plus platform which has been in place at Oppenheimer for several years.
Thomson ONE Wealth Management is a complete and powerful collection of productivity and decision support tools that enable financial advisors to win client confidence by enhancing their ability to make informed recommendations and manage portfolios effectively. Thomson ONE Wealth Management supports every facet of the wealth management process including the integration of advanced portfolio management and book management. Thomson ONE Wealth Management combines essential wealth tools and real-time market data into workflow solutions that allow financial advisors the time and capabilities to strengthen client relationships through sophisticated portfolio management and analysis.
Oppenheimer has been a long time, highly valued customer and were delighted to continue the relationship with the rollout of Thomson ONE Wealth Management, says Chris Perry, president, Americas, Thomson Reuters. Oppenheimer financial advisors now will have the advantage of the greater functionality that makes Thomson ONE Wealth Management such a powerful business management tool, said Perry.
Oppenheimer financial advisors and branch managers now will manage and grow their business directly from their desktop, says Tom Riordan, oppenheimer senior vice president, chief information officer. Ultimately, our clients will benefit from the efficiencies and insights that Thomson ONE Book Management will promote.
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