Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Epicor BisTrack Reviews & Ratings
    456 Ratings
    Company Website
  • MASV Reviews & Ratings
    63 Ratings
    Company Website
  • AestheticsPro Reviews & Ratings
    582 Ratings
    Company Website
  • Worksection Reviews & Ratings
    131 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • SingleOps Reviews & Ratings
    103 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website

What is Thomson ONE Wealth?

In the fast-paced and competitive world of business today, it is crucial to have an adaptable and efficient advisory system in place. Thomson ONE Wealth delivers a holistic solution that optimizes workflows from front to back office, enabling firms to grow effectively and adapt swiftly to changes. By keeping abreast of market dynamics, businesses can quickly assess the impact of unforeseen circumstances on their portfolios. The vast array of resources provided by LSEG helps users to discern trends and formulate clear discussion points. Utilize advanced wealth management tools to develop persuasive investment proposals, while employing book management and client reporting features to gain actionable insights that strengthen client relationships. With Thomson ONE Anywhere, you can stay connected and aware of market developments, even when you're away from your desk. Ultimately, Thomson ONE equips firms to merge client data, market insights, and their unique applications into a unified workflow that propels success. This integrated methodology not only enhances operational efficiency but also cultivates deeper client engagement and satisfaction, leading to long-term business growth. Consequently, firms can position themselves to navigate challenges with confidence and seize new opportunities as they arise.

What is Black Diamond Wealth Platform?

Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.

Media

Media

Integrations Supported

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

Integrations Supported

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LSEG Data & Analytics

Company Location

United Kingdom

Company Website

www.lseg.com/en/data-analytics/products/thomson-one-wealth-solutions

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

blackdiamond.advent.com

Categories and Features

Categories and Features

Popular Alternatives

FactSet Reviews & Ratings

FactSet

FactSet Research Systems

Popular Alternatives

Agilis Investment Management Reviews & Ratings

Agilis Investment Management

Agile Financial Technologies