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Wealtheon live with Thomson Reuters wealth management platform

04 November 2008  |  1900 views  |  0 Source: Thomson Reuters

Thomson Reuters today announced that Wealtheon Asset Management has gone live with eXimius as its private client wealth management platform.

Wealtheon, the global asset management specialists, chose eXimius after an intensive market survey and thorough selection process. Wealtheon has introduced eXimius into its Belgian operations and will shortly roll out the platform to its Dutch and Swiss operations.

eXimius provides an easy-to-use, fully-integrated decision support platform for firms to efficiently and effectively manage client assets around the world. It is designed to meet the needs of private client investment firms supporting discretionary and advisory management, as well as execution-only operations.

Jan Vanspeybrouck, Director Finance and Compliance at Wealtheon, commented: "For us it was crucial that the successful vendor could demonstrate the broad portfolio and compliance functionality we needed as an independent advisor, combined with a very intuitive user interface. eXimius was clearly the solution that offered the most flexibility and best met our requirements. Our Wealth Managers should spend as much time as possible giving independent advice and creating value for our clients, without 'losing time' in the system we selected."

David Wilson, Sales and Marketing Director of eXimius at Thomson Reuters, added: "The deal with Wealtheon proves once again the success of our ability to offer a solution that integrates seamlessly with other data sources and applications".

The eXimius front-office solution provides structure and efficiency around all critical functions in the wealth management business from client prospecting to client acquisition and on-boarding, to managing the existing base of business. It was designed to make the integration of data and data exchange with other systems as fast as possible. Industry-standard technology coupled with 27 standard and backward compatible data interfaces help reduce the risk and complexity of integration with legacy back-office and other data repositories.

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