Thomson Reuters plans to build a cloud computing-based retail brokerage solution based on Salesforce.com’s Force.com cloud platform. The deal builds on work the two have done together over the past several years at Merrill Lynch, where they collaborated in the rollout of a retail quote and CRM system to upwards of 17,000 financial advisors.
Category: Wealth Management
| 30 Jun 2009 FREE | RBC to Roll Out SunGard’s WealthStation Integrated Platform to Registered Investment Advisors and Correspondents |
| 21 May 2009 FREE | Thomson Reuters Integrates Lipper Fund Data with InvestmentView |
A-Team IQ talks to SunGard’s Harold Finders and Yassine Brahim about the takeover of GL Trade; what the Oracle-Sun tie up means for the fintech industry; Why Brazil is becoming the offshore location of choice for the European financial sector; following Lehman’s collapse, why knowing your counterparty is essential for risk management; market data platforms for the real world; can Twitter deliver results for fintech companies, and more…
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Thomson Financial Adds Scivantage Workflow Tools » |
| On 01 Sep 2007 |
Thomson Financial continued to add functionality to its strategic wealth management platform last month with an agreement to offer Scivantage’s account management capabilities to its Thomson One Wealth Management system. The move is the latest in a series that has seen Thomson look outside for additional functionality for what it has identified as a strategic area of its overall business.
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Thomson, Salesforce.com Team For 25,000-Rep Merrill Network » |
| On 01 Mar 2007 |
Salesforce.com this month unveiled plans for a wealth management edition of its CRM capabilities, based around a so-called circle of success – the group of vendor organizations with which it has worked to implement the 25,000-position Merrill Lynch branch network. This circle includes Thomson Financial, Dow Jones, Cisco and Dell.
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Spotfire Targets Wealth Managers With Visual Analytics Software » |
| On 01 Mar 2007 |
Spotfire Inc., a provider of visual analytical software, has launched Spotfire Asset Management, a data management and display application that helps buy-side managers, analysts and traders create visual displays of market, client and other data used in the investment process. The 10-year-old U.S./Swedish company, with a background in life sciences, oil and gas, and the intelligence services, is seeking to capitalize on the growing requirement for better ways to deal with the huge amount of data at the disposal of portfolio managers.
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Thomson Enters Wealth Space With Acquisition of eXimius » |
| On 01 Feb 2007 |
Thomson Financial jumped headlong into the private client investment management space this month with the acquisition of Belgium-based eXimius N.V. The purchase positions Thomson squarely in the private banking and wealth management marketplace, with a front-office integration offering that ultimately will itself be integrated with the Thomson ONE delivery platform.
| 01 Jun 2004 FREE | UBS Rolls Wealth Management Platform Using IDS’s GIM |
| 01 Apr 2004 FREE | Dow Jones Launches Wealth Manager Service |
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U.S. Retail Brokerage Business Returns as ‘Wealth Management’ » |
| On 01 Mar 2004 |
Our first encounter with the U.S. retail brokerage marketplace came about in late 1987 or early 1988, when our colleague, Eamonn Quinn, then editor of Banking Technology magazine – now owned by Informa – received a phone call from Bernie Weinstein. The then head of IT at E.F. Hutton, we heard, was leaving the company following the firm’s acquisition by American Express Shearson. Weinstein was in the midst of a major project to roll out Hutton’s state-of-the-art quote-terminal system to several thousand users. Weinstein walked out of Hutton and over to Thomson, who backed his plan for a new vendor to be called ILX Systems and run by himself and partner Norman Epstein.
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