Overview

As part of a strategic partnership with Thomson Financial, a leading provider of technology and information solutions to the industry, Financeware is fully integrated in the new Thomson ONE Advisor? enterprise-wide wealth management solution.

The integration of Financeware's technology into Thomson ONE Advisor? creates a powerful application featuring client contact information, asset allocation capabilities, advanced financial planning tools, financial securities and research data, and probability analysis functionality. Thomson ONE Advisor? is designed to interface with existing back-office custody and clearing and CRM systems to minimize duplicate entry and record keeping.

Financeware added additional components for this platform including estate planning and insurance needs analysis in 2002 and 2003. Currently, Financeware is expanding the platform's securities classification capabilities to be configurable, in terms of defining and sub-dividing the securities universe categories, at the firm/enterprise level. The securities classification system provides a multi-tiered rationale of performance-based, holdings-based and investment objective criteria as stand-alone or priority combined preferences, methodologies and algorithms to best-fit over 400,000 securities to their appropriate asset classes for risk and return analysis within portfolios and to assess the portfolios' impact on the confidence level of a client achieving their financial goals.

More Information

To receive more information regarding the Thomson ONE Advisor Enterprise Platform, please contact Bob Wilson at: bwilson@financeware.com, or by telephone at: (804) 521-3420, or outside the U.S. at +1 804.644.4711.