13 Nov 2008
Wealtheon Asset Management goes live with eXimius
A Front Office Private Client Wealth Management Platform from Thomson Reuters
London, Thomson Reuters today announced that Wealtheon Asset Management has gone live with eXimius as its private client wealth management platform.
Wealtheon, the global asset management specialists, chose eXimius after an intensive market survey and thorough selection process. Wealtheon has introduced eXimius into its Belgian operations and will shortly roll out the platform to its Dutch and Swiss operations.
eXimius provides an easy-to-use, fully-integrated decision support platform for firms to efficiently and effectively manage client assets around the world. It is designed to meet the needs of private client investment firms supporting discretionary and advisory management, as well as execution-only operations.
Jan Vanspeybrouck, Director Finance and Compliance at Wealtheon, commented: “For us it was crucial that the successful vendor could demonstrate the broad portfolio and compliance functionality we needed as an independent advisor, combined with a very intuitive user interface. eXimius was clearly the solution that offered the most flexibility and best met our requirements. Our Wealth Managers should spend as much time as possible giving independent advice and creating value for our clients, without ‘losing time’ in the system we selected.”
David Wilson, Sales and Marketing Director of eXimius at Thomson Reuters, added: “The deal with Wealtheon proves once again the success of our ability to offer a solution that integrates seamlessly with other data sources and applications”.
The eXimius front-office solution provides structure and efficiency around all critical functions in the wealth management business from client prospecting to client acquisition and on-boarding, to managing the existing base of business. It was designed to make the integration of data and data exchange with other systems as fast as possible. Industry-standard technology coupled with 27 standard and backward compatible data interfaces help reduce the risk and complexity of integration with legacy back-office and other data repositories.
About eXimius
eXimius, part of the wealth management solutions brought to market by Thomson Reuters offers a complete environment that, by providing wealth managers and investment managers with a single workbench, maximises their ability to focus on what they are best at: creating value for their customers. eXimius offers broad Portfolio Management functionality, together with Document Warehousing, Wealth Planning, Client Relationship Management, Order Management and Client Engagement Manager.
About Thomson Reuters
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world's most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs more than 50,000 people in 93 countries. Thomson Reuters shares are listed on the New York Stock Exchange (NYSE: TRI); Toronto Stock Exchange (TSX: TRI); London Stock Exchange (LSE: TRIL); and Nasdaq (NASDAQ: TRIN). For more information, go to www.thomsonreuters.com.
About Wealtheon
Wealtheon is a first class financial organization specialized in global asset management for private, corporate and institutional Clients.
A key element of the organization is its independence. Wealtheon shareholders are private individuals with longstanding histories in the banking and portfolio management industry. They are not affiliated with any large financial institution and therefore not committed or restricted to specific investment categories. Wealtheon is not involved in the offering of corporate lending facilities so therefore conflicts of interest cannot influence the investment policy. The management fee is as a percentage linked to the assets Wealtheon manages. As a result of this, it is its objective to achieve an optimal investment return for its Clients. Therefore Wealtheon’s sole interest is aligned with that of its Clients. In this respect, Wealtheon is different from many other corporations that are offering investment management services.
Media Contacts
Janice Addams
Senior Manager, Public Relations
Thomson Reuters
Tel: +1 646 223 6940
Email
Yvonne Diaz
Public Relations Director
Thomson Reuters
Tel: +44 (0)20 7542.2615
Email