Thomson Reuters announced that 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 set of tools, including financial planning, client reporting, relationship management, research, portfolio management, business intelligence, and order entry services. 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.
Thomson Reuters enhanced its offerings to financial advisors through an agreement with ByAllAccounts Inc, a technology company that delivers reconciliation-ready data to investment management and advisory firms. Financial advisors using Thomson Reuters eXimius private client wealth management platform will have detailed account data through the integration of ByAllAccounts Custodial Integrator. By combining ByAllAccounts’ Custodial Integrator which captures account data in the form of transactions, positions, balances, and prices from online sources, and feeds this data into eXimius, financial advisors will have access to thousands of online sources within a single feed. eXimius integrates relevant systems and processes into a complete business solution for managing private client business on a multi asset level.