UBS Wealth Management Americas has entered into a multi-year agreement to provide Thomson Reuters North American Wealth Management News services to its financial advisor desktops through its ConsultWorks platform.
The ConsultWorks integrated desktop platform provides UBS Wealth Management Financial Advisors with a unique set of tools, including Financial Planning, Client Reporting, Relationship Management, Research, Portfolio Management, Business Intelligence, and Order Entry services.
Thomson Reuters North American Wealth Management News is a powerful news service exclusively designed for wealth managers. While most news services focus only on the equity markets, Thomson Reuters North American Wealth Management News provides in depth coverage of the cross assets, including equity, foreign exchange, fixed income and credit markets. UBS Advisors will have access to some of the most popular Thomson Reuters services including Top News, The Day Ahead and exclusives from Reuters Summits.
“This deal underscores the long standing relationship Thomson Reuters has with UBS Wealth Management Americas, and affirms our mutual commitment to provide UBS advisors with the best content and platform, enabling them to provide effective advice to their clients,” says Jim Holmes, president, Focus Group Accounts, Thomson Reuters. “It is also a great example of the synergy within Thomson Reuters to provide best in class assets for the benefit of our clients.”
Reuters Top News is an interactive web display of the day’s top news stories, prioritized throughout the business day by Thomson Reuters journalists into Top 10 story displays. The Day Ahead provides users with a view of market activity, stocks, upcoming company and economic data, and analysis on hot topics.
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