Thomson Reuters is rolling out Thomson ONE Wealth Management to 2500 employee desktops, including 1700 financial advisors, at Oppenheimer & Co, 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 combines 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 financial advisors and branch managers now will manage and grow their business directly from their desktop,” said Tom Riordan, Oppenheimer senior vice president and chief information officer. “Increased functionality provided by Thomson ONE will improve service level to clients, which will significantly benefit our financial advisors over time.”
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