Professional Services

In order to better service you and help you address the important issues that you're facing today, we have created a packaged solution that combines product and services to ensure a successful and complete approach to your application integration needs. Click here to learn more about the Application Integration Professional Services Offering.

Professional Services Overview

As the industry's premier software solutions provider, we complement our software products with highly skilled consulting services and custom application development. Thomson Financial offers services ranging from product implementation and integration to workflow analysis and optimization that deliver value-added services and solutions that streamline your operations to save you money.

The Professional Services Group works closely with the Account Management, Help Desk and Product Development Groups. Plus, we've also created strategic partnerships outside of Thomson Financial so we can apply the broadest array of services to complex situations.

The Professional Services group is well equipped to identify common client problems and challenges, quickly deliver solutions within established budgets, and provide proactive project management. We structure our relationship with your organization in such a way that there are anchors at all levels.

  • Group members have an average of five years' product expertise and an average of 10 years industry expertise
  • Thomson Financial's Portfolio Software Solution's applications, coupled with the Infrastructure Consulting Group's database and systems expertise, adds the greatest value to your business
  • Our highly skilled consultants have a vast knowledge of custom development, systems implementation, and workflow optimization and are also versed in designing best practices and intricately evaluating a range of solutions to determine the best one for your business.

PORTIA WORKSHOPS

Take advantage of our PORTIA Workshops to streamline your workflow, automate and optimize your environment, fully utilize the latest PORTIA functionality and much more! Learn more

Functional & Technical Upgrade Assistance

Thomson can provide services and proven methodologies that will help a client avoid costly upgrade issues and failed conversions. Learn More

PORTIA Online Support

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