Thomson Reuters Launches PropGen, Tool For Financial Advisors

Thomson Reuters launched Thomson Reuters PropGen, an innovative tool that allows financial advisors to create robust new business pitches for prospective and existing clients in minutes. As financial advisors increasingly strive to streamline their workflow so they can focus more

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Thomson Reuters launched Thomson Reuters PropGen, an innovative tool that allows financial advisors to create robust new business pitches for prospective and existing clients in minutes. As financial advisors increasingly strive to streamline their workflow so they can focus more on growing their business, Thomson Reuters PropGen empowers financial advisors to develop new client leads and generate new business quickly.

The customizable, scalable and easy to use solution allows for the creation of multi-asset proposals that account for the holistic portfolio of an existing or potential client, not just those assets that currently reside within a firm. This allows advisors to produce targeted proposals that meet individual customer needs while simultaneously helping to ensure the recommendations meet a firms compliance requirements.

A financial advisors time is best spent with clients; not producing reports. Thomson Reuters PropGen is the latest way Thomson Reuters is automating manual processes and making workflow more efficient for the wealth management community, says Eric Jones, Global Head of Wealth Management Solutions, Thomson Reuters. By quickly creating proposals that address a clients complete financial portfolio, Thomson Reuters PropGen gives financial advisors the power to generate more business in less time.

Thomson Reuters PropGen can be integrated into the Thomson ONE Wealth Management desktop or be used as a standalone offering. The front end program can also be fully integrated into back office solutions such as Thomson Reuters BETA Systems, a comprehensive securities processing software package that allows for seamless management of the daily tasks of a brokerage business.

D.C.

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