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Transforming the Future of Wealth Management

As a retail brokerage and wealth management player, you're experiencing vast changes driven by the need for increased service and performance from your customers, pressures from your competitors and the current economic climate.

To stay ahead of the competition in this challenging market your advisors need a flexible desktop which combines a wide range of information and services with high-tech, savvy tools to help them work smarter. To help your firm maximize the return on your investments, you need a support system that translates into superior customer service, new business and, ultimately, increased profits.

Yet, finding a wealth management solution that meets all your needs can be challenging.

The best advice depends on the best intelligence. And a desktop that empowers your advisors to focus on their core competencies.

Now Reuters can give your advisors the wealth management solution they need to do their jobs more effectively. With the highest quality market data, the world's most sought-after news and a desktop which is designed to seamlessly integrate your applications, Reuters can help your advisors provide superior performance to your customers and superior returns for your firm.

From easy-to-use analytics, portfolio and risk management tools and real-time communication, Reuters modular approach gives you complete flexibility to integrate the wealth management components you need for a solution that mimics the way your advisors work.

Reuters solutions enable your firm to industrialize your advice process, helping transition into wealth management, or improving the wealth management services you already deliver to your customers.

Our open desktop containers, such as Reuters Plus and Reuters Plus Web, are built upon industry standards such as Web Services, .NET(TM) and ActiveX(R) which enable the integration of Reuters services along with your firm's own applications or those of other leading wealth management tools. That means there is no need to conduct a costly and time-consuming system replacement - Reuters can help your firm capture the untapped value of your CRM and other existing enterprise applications. Whether you choose Internet delivery, thin desktop or full powered desktop applications, Reuters provides the foundations that can meet your company's technical strategy and business needs.

Seamless connectivity between the many systems used by your advisors is one of the critical components of a successful wealth management solution.

Reuters process automation solutions orchestrate the complex interaction of multiple, disparate applications to help advisors provide rich, intelligent, relevant and personalized client interactions, quickly and efficiently.

Reuters is currently designing financial advisory process workflows to integrate CRM, financial planning, risk analysis, capital gains tax optimization, and asset allocation with real-time market data using commercial off-the-shelf integration servers to deliver "best-of-breed" solutions that offer rich functionality right "out of the box." By offering these highly-automated workflows and processes, Reuters enables advisors to handle larger and more complex accounts, to help increase broker productivity and efficiency, as well as customer satisfaction and retention.

Your advisors aren't the only experience your customers have with your firm. The quality and reliability of your website is a direct reflection upon your company.

Fortunately, designing, implementing and operating information platforms is at the heart of our core competencies. Reuters has proven itself as a leader in the visualization of financial data for some of the world's largest wealth management companies and has the experience, creativity and vision to truly differentiate your customer interface.

In fact, Reuters pioneered the use of the Internet in the financial services industry and today remains the premier provider to financial websites, powering more than 1,000 sites including many of the world's top financial presences, such as E*Trade, Charles Schwab and TD Waterhouse.

We recognize that the aim of every website is unique. That's why our solutions enable rapid implementation of differentiating brands, service levels and partner labeling -- all built upon a single, coherent platform, and most importantly, all leveraging the same core services.

But perhaps even more powerful, Reuters wealth management solutions can tightly couple your advisor desktops with your website, enhancing the advisor/client relationship. Imagine alerts that are sent to advisors as soon as their clients download a prospectus online, investigate an insurance program or read a research report on a stock they don't currently hold. Or perhaps using your web site to collaborate on an investment idea or adjust a financial plan.

For customers who are also supported via a call center, Reuters can offer variations of the same tools we use for financial advisors, but which are specifically tailored for your call center to help you control costs. For customers who are supported via a call center as well as a website and/or a financial advisor, we can help you achieve tight integration and real-time information sharing that is so crucial in a multi-channel support model.

Reuters enables advisors to handle larger and more complex accounts, to help increase broker productivity and efficiency, as well as customer satisfaction and retention.

To find out more about a comprehensive wealth management desktop to support your advisors, call Shawn Kaplan at 646 223 4846 or [email protected]

ActiveX(R) and Microsoft .NET(TM) are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

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