Thomson ONE Wealth Management Solution Deployed At Smith, Moore & Co.
Desktop Includes Wealth Management Tools, Real-time Market Data, Back-Office Processing
New York, NY 12/12/2006- Thomson Financial, an operating unit of The Thomson Corporation (NYSE: TOC, TSX: TOC) and leading provider of information and technology solutions to the worldwide financial community, today announced the deployment of the Thomson ONE Wealth Management solution to Smith, Moore & Co., one of the oldest investment firms established west of the Mississippi, with headquarters in Clayton, Mo. and a branch in Jefferson City, Mo. With Thomson ONE Wealth Management on the desktop, Smith, Moore financial advisors will have full support for every facet of the wealth management process, including essential wealth management tools, real-time market data and back-office processing.
“Thomson ONE rationalizes our firm’s technology in a manner that will enhance the productivity of our financial advisors,” said James Deutsch, president and CEO, Smith, Moore & Co., “and make it possible for them to deliver high quality, consistent advice and services to our clients.”
“The Thomson ONE Wealth Management solution provides a holistic view of a client’s current financial situation, allowing financial advisors to make dependable recommendations and successfully manage valued and trusted relationships,” said Chris Feeney, global managing director, Wealth Management, Thomson Financial.
Thomson ONE Wealth Management integrates goal-based financial planning, advanced portfolio management, asset allocation, advanced analytics, reporting, book management and real-time market data. In addition, financial advisors at Smith, Moore will have access to Thomson Transaction Services (TTS), a comprehensive securities processing software package integrated within Thomson ONE.
TTS includes Thomson TTSLink which provides easy access to real-time account related client and security data and inventory offerings, order entry capabilities, and functionality supporting corporate actions, annuity and insurance products. Thomson TTSHost is at the core of TTS and is the single source for all back and front office applications, APIs and vendor feeds. The financial advisor will access data how and when they need it via the BLServer, making inquiries and updates to databases in TTSHost through an API.
About Smith, Moore
Founded in 1913, Smith, Moore and Co. is one of the oldest, self clearing financial services firms west of the Mississippi River. With over $1.5 billion of assets under management, the company provides investment advice to individuals, business owners and charitable organizations. Smith, Moore and Co. offers traditional brokerage services, managed accounts, separately managed accounts along with a wide variety of financial planning services. The company also offers correspondent clearing services to twelve different foreign and domestic companies. The company website is www.smithmoore.com
About Thomson Financial
Thomson Financial is a US$1.9 billion provider of provider of information and technology solutions to the worldwide financial community. Through the widest range of products and services in the industry, Thomson Financial helps clients in more than 70 countries make better decisions, be more productive and achieve superior results. Thomson Financial is part of The Thomson Corporation (www.thomson.com), a global leader in providing essential electronic workflow solutions to business and professional customers. With operational headquarters in Stamford, Conn., Thomson provides value-added information, software tools and applications to more than 20 million users in the fields of law, tax, accounting, financial services, scientific research and healthcare. The Corporation’s common shares are listed on the New York and Toronto stock exchanges (NYSE: TOC; TSX: TOC).
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