Thomson ONE Wealth
Empowering advisors with intuitive,integrated and scalable solutions

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Thomson ONE suite
We know that success in wealth management depends on the quality of data that
underlies each decision – from onboarding and creating proposals to managing
portfolios and fostering relationships – which is why our robust content andanalytics are at the core of the platform. Data is the powerhouse of Thomson ONE.
Thomson ONE Wealth empowers advisors with world-leading content and an
intuitive workflow, enabling the delivery of personalized advice for financial
wellbeing.
A complete front-to-back-office workﬂow solution, Thomson ONE can seamlessly
integrate with existing in-house and third-party applications for effortless navigation.
This enables ﬁrms to scale and adapt to an ever-changing environment with easeand agility.

Industry trends
Today’s advisors need to be –SELF-DIRECTED

CLIENT-FOCUSEDFLEXIBLE

Gain insight into themarket and assess
investments with thefull story in one place.
Research companies
and stay on top of
breaking news on
one platform.

See how the market
affects your clients’accounts. Gaining theadvantage of context
and real-time data in
one clear view, you canshare investment insights
to engage your current
clients and attract
new ones.

Stay on top of market data,
news and client portfolios
from home, in the office oron the go. Our web-based
mobile app gives you easy
access to the market any
time, anywhere – syncing
up our watchlists andentitlements.

Thomson ONE WealthMarket insights
Track how the market affects your book of business
Monitor the market
When an unexpected event unfolds, you can quickly assess its potential impact on
your book of business. Sophisticated market-monitoring tools allow you to compare
performance against benchmarks, view sector contributions and visualize changes
in a client’s portfolio.

Market intelligence
Gain insights into factors driving the market with Thomson ONE’s global market
data, including real-time and historic pricing, indices, options, futures, FX rates,economic indicators, industry and sector information, volume at price, short interest,
reference data and more.*
Identify trends with Thomson ONE’s market-leading advanced charting package.
Get a clear view of historical movements on a security or index, compare peer
performance, visualize the impact of speciﬁc events and apply moving averages orother indicators.
Receive real-time alerts to stay on top of critical events such as price or volume
changes, liquidity events, ﬁlings, research, news or account activity.

* Real-time exchange data is fee-liable.

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News
Read the day’s most important stories in Top News, track corporate activities with press releases, watch
market activities and trends with LSEG Newscasts and receive daily newsletters The Morning News Calland The Day Ahead.
Separate the news from the noise using analytics-based tags to pinpoint stories of interest. Search acrossnews, research and filings by symbol or watchlist.

ADD-ONReuters News
Reuters News delivers real-time news on the companies that matter. Gain deeper insight into market
movement and the activities of the 41,000 companies that our 2,500 Reuters journalists cover.
From Reuters Stocks Buzz, analysis of hot stocks, sectors, people moves and other company-impactingchanges in a bullet-point format, to Breaking views insights, analysis and commentary, Reuters News
gives you ideas that align with your clients’ goals.

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Differentiate on insights
View a company from every angle
Research companies− Expand your knowledge of a client’s holdings with LSEG’s depth and breadth of company data
− View events, ownership and holdings, filings and insider data to unpack how events affect a company’s
stock price− Enhance your company analysis with estimates, fundamentals, earnings, ESG scores, ratings,analytics and peers− Add depth to your story with LSEG research, your ﬁrm’s own proprietary research or
independent research

ADD-ONStock Reports Plus
Generate ideas and access objective research to gauge the health of a company from a single Stock
Reports Plus score. We combine our independent research, ratings and market data to create a score thatweights earnings, fundamentals, relative valuation, risk, price momentum and insider trading.

ADD-ON

CFRA
CFRA Equity Research provides fundamental, quantitative and technical data using their proprietary
STARS® (STock Appreciation Ranking System) methodology. CFRA equity analysts cover more than 1,500
global stocks, 1,800+ ETFs and 15,000+ mutual funds.

Thomson ONE WealthExpand your practice
Foster meaningful relationships with your clientsand attract new business
Investment View Plus*
Investment View Plus helps you to initiate meaningfulconversations about investing with your prospective andexisting clients. Create financial goals, discover funds thatmatch your clients’ investment strategies and showcase yourexpertise through professional grade reports – all in one
efficient workflow.
Investment View Plus is powered by Lipper® data to provide
quality coverage on open-end and closed-end mutual funds,
exchange-traded notes and funds and indices. Through ourLipper Leader Rating System and Lipper Fund Awards program,advisors can spotlight high-performing securities and illustrate
the benefits of investment recommendations.

Key features− Create and set financial goals with our retirement, educationand goal-planning calculators− Discover securities that help attain those goals by filtering on
customised security criteria in our Product Selection− Support your investment strategies with effective,compliance-ready presentations that are easily
understood by advisors and investors alike* Not available in Canada.

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Proposals and Model Manager*
Proposals is an innovative sales proposal tool that allows advisors to create
multi-asset investment proposals. Showcase your financial recommendations
using LSEG’s comprehensive database of mutual funds, ETFs, variable annuities
and stocks.
Proposals makes turning recommendations into actionable plans and personalized
presentations for clients effortless, helping to build customer confidence and growassets under management.

Key features− Produce easy-to-understand, customized reports and sales proposals to meetprospects’ and clients’ unique needs− Improve productivity and client experience by delivering multiple advisory
products and recommendations in a single proposal− Provide a holistic view of the client’s portfolio using our Deep Asset Class view
− Rebalance your clients’ portfolios and make product recommendations based onyour custom or firm-level models created using Model Manager* Not available in Canada.

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Thomson ONE solution suite
How you’ll benefit
Thomson ONE Wealth is designed around the Advisor workflow, bringing efficiency
to key Advisor activities:

Quick access to market data and news

− Instrument selection for creating proposals and client portfolios− Price discovery and investment valuations, supporting client engagement− Gain insights on client’s investments− Alerts on market events, enabling advisors to take action− Asset allocation for client and model portfolios− Getting market insights to structure investment strategy at firm or individual level− Research management activities for new product and investment opportunities

ThomsonONE Wealth

Global Market Data
− Real-time and historic pricing− Indices− Options− Futures− FX rates− Economic indicators− Volume at price− Short interest− Advanced charting− Alerts and reference data

News
− Press releases− Top news
− Newscasts (videos)− Newsletters
Thomson ONE Anywhere− Stay informed by phone ortablet while on the go

Company information− Fundamentals− Estimates− Ratings− Filings− ESG scores− Events− Ownership− Management info

Create winning investment proposals
Thomson ONE Wealth plus

Thomson ONE
Wealth SelectStock Reports Plus
− A single score for equity analysis andidea generation

Investment View Plus
− Investment selection, goals-based planning− Lipper ratings
Proposals− Client-ready proposals

Seamless front-to-back-office workflow
Thomson ONE Wealth Select plus

Thomson ONE
Total WealthBook management− Manage the market’s impact on yourclient portfolios with an actionable viewof wealth and tasks

Client reporting− Portfolio analysis and Client Review
reports in client-ready format

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9Integration(For clients with over 500 users)
Create custom workflows by combining
internal, third-party and LSEG services.
Our flexible framework and advanced
enterprise management tools enable
you to tailor the platform to the needsof your advisors.

Maximize Thomson ONE’s flexibility to meet your unique needs–––––––Symbol monitor
News
Interactive charting
Derivatives
Fixed income
Market indices
Structured products– Advisor dashboard– Alert suite

CRM integration– Account management– Basket and block trading

OMS integration– Global execution– Transaction monitoring– Document managment– Performance reporting– Statement generation– Compliance workflow

Market dataAdvisor
dashboard

Researchand content

Thomson ONE
integration
framework

Accountmanagement
and trading

Analyst research
Independent research
Events and calendar
Fundamentals
Ownership
Filings––––––

Proposal
generation

InvestmentselectionClient
reporting––––––––––

Investment proposals
Wealth planning
Stock Reports Plus
Model management
Rebalancing
Drift reporting and alerts

Product selection tools
Hypothetical illustrations
Goals-based planners
Lipper integration

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Support structure
LSEG understands your business
Our fully integrated delivery teams have deep knowledge of our customers’ challenges and theend-to-end advisor workflow. They have the expertise to help you take advantage of the fullvalue of LSEG solutions.

ImplementationEngagement

SupportOur Implementation team ensures technical readiness andmanages implementation of the technical solution.

Customer Success Managers are your partners anddedicated advocates within LSEG.

Our help desks provide 24/7 support covering content,
functionality and technical needs.

They guide you through the onboarding process, ensure you
have access to all support channels and share best practices,
insights and educational resources.

The My Account self-service portal gives you a personalised
entry point to answers, product resources, notifications,software downloads, support and billing.

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LSEG understands your business
Wealth is all about people – your clients. And when every client is unique, off-the-shelf advice issimply off the table.
Our solutions combine world-leading content with an intuitive workflow that lets you deliver
personalized advice to every client to achieve greater financial wellbeing.

There is no average investor. This is no average solution.

Learn more about lseg.com/thomson-one-wealth-solutions

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