Thomson Financial has launched a white labelled toolset for financial institutions to provide their customers with the online resources for making more informed investment and wealth management decisions.
Available to regional and national broker/dealers, investment advisory firms, banks, package product providers, insurance companies and media/portal sites, the Thomson Investor package delivers a suite of applications for a firms' Web and wireless services.
"Thomson Investor can provide value to a company's Web site as well as improve customer relationships," says Bill O'Conor, president of Thomson Financial's wealth management group. `"Through Thomson Investor and its sister product Thomson Advisor, firms can provide institutional quality tools in their online offerings without disintermediating the client from the firms' core services and message."
Thomson Investor offers a menu of standard and premium services that are customised to fit a firm's existing online offering, or a complete end-to-end Web development service. Some of the services available include, directional signals, investment research tools, company and fund profiles, market indices and quotes, plus analyst reports.
Steve Comer, vice president, product development comments: "Prior to launching Thomson Investor, our clients had been building Web sites by piecing together various independent modules. The evolution of the wealth management space has created a more sophisticated client who demands a more complete and integrated online experience."