Thomson Reuters PORTIA Perform and Thomson One Wealth Management featured in Wall Street &
Technology
The Thomson Reuters PORTIA Perform Performance Outsourced Service was recently featured in
Wall Street & Technology. The solution, which integrates Thomson Reuters PORTIA Perform
with transactional and accounting data from Thomson Transaction Services (TTS)
allowing investment advisors to generate instant performance returns and relay
it to their customers through the Thomson One Wealth Platform.
The highly innovative reporting solution creates a summaries and comprehensive
performance reports, including benchmarking against indices, for all investments
in their clients' portfolios and delivers it to the advisors desktop. Clients
and the advisors who work with them will no longer have to wait for quarterly
reports; they can assess positions at a glance at any time. View
the article.