Thomson Financial adds CheckFree separate account data to One Advisor

Thomson Financial has added separate account data from CheckFree Investment Services to its wealth management product suite Thomson One Advisor.

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Thomson Financial adds CheckFree separate account data to One Advisor

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Separate accounts are individual portfolios of securities managed by institutional investment firms.

Alex Marasco, executive vice president and general manager, CheckFree Investment Services, says: "Having Thomson integrate our Möbius data into Thomson One Advisor platform will provide our comprehensive data on 1300 money managers and 5500 investment products to even more financial advisors."

Thomson Financial says the new separate account database complements existing equity, mutual fund and variable annuity databases and will provide users with objective, accurate information on performance statistics for separate accounts.

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