List of Thomson ONE Wealth Solutions Customers
London, EC4M 7LS,
United Kingdom
Since 2010, our global team of researchers has been studying Thomson ONE Wealth Solutions customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Thomson ONE Wealth Solutions for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Thomson ONE Wealth Solutions for Portfolio and Investment Management include: Bank of America Merrill Lynch, a United States based Banking and Financial Services organisation with 50000 employees and revenues of $15.00 billion, RBC Dominion Securities, a Canada based Banking and Financial Services organisation with 6000 employees and revenues of $1.20 billion, Scotiabank Global Wealth Management, a Canada based Banking and Financial Services organisation with 2700 employees and revenues of $590.0 million and many others.
Contact us if you need a completed and verified list of companies using Thomson ONE Wealth Solutions, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Thomson ONE Wealth Solutions customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of America Merrill Lynch | Banking and Financial Services | 50000 | $15.0B | United States | London Stock Exchange Group | Thomson ONE Wealth Solutions | Portfolio and Investment Management | 2011 | n/a |
In 2011, Bank of America Merrill Lynch implemented Thomson ONE Wealth Solutions as a London Stock Exchange Group application to support Portfolio and Investment Management activities. The deployment focused on a wealth management platform used by large institutional and private client teams, with the Thomson ONE Wealth Solutions name retained for vendor and product clarity.
The implementation and ongoing support covered functional capabilities typical of a portfolio and investment management platform, including market data delivery, charting and technical indicator construction, and multi-platform access on desktop and mobile. Operational work included maintaining the Thomson ONE Wealth Solutions environment for large clients, validating and testing software bugs and fixes, and explaining a broad range of market data products and software services to client-facing teams.
Governance and operational workflows were oriented around close collaboration with QA and Product Managers, implementing product changes and enhancements through coordinated validation and testing cycles. Business functions engaged included product management, quality assurance, and client support, with processes centered on issue triage, acceptance testing, and client-facing explanation of charting and market data capabilities.
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RBC Dominion Securities | Banking and Financial Services | 6000 | $1.2B | Canada | London Stock Exchange Group | Thomson ONE Wealth Solutions | Portfolio and Investment Management | 2011 | n/a |
In 2011, RBC Dominion Securities implemented Thomson ONE Wealth Solutions from London Stock Exchange Group. Thomson ONE Wealth Solutions was deployed to support Portfolio and Investment Management activities for portfolio managers, client advisors, and associated wealth management teams.
The deployment was configured to centralize market data and company research workflows and to support portfolio proposal construction and client reporting. Functional capabilities emphasized in practice included equity, fixed income and foreign exchange market monitoring, company-level research aggregation, and tools for constructing and presenting portfolio proposals to prospective clients.
Operational use extended to portfolio managers and associates within RBC Dominion Securities' wealth management organization in Canada, where the platform was used alongside Morningstar for company research and daily market updates. Implementation work documented by staff included a project to transfer customer information into new relationship management software, indicating data migration and customer record provisioning as part of operational rollout.
Governance and process changes centered on embedding Thomson ONE Wealth Solutions into day-to-day research-to-proposal workflows and into prospecting processes for client acquisition. The implementation required coordination between research, portfolio management, and client service functions to operationalize system outputs into client presentations and CRM records.
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Scotiabank Global Wealth Management | Banking and Financial Services | 2700 | $590M | Canada | London Stock Exchange Group | Thomson ONE Wealth Solutions | Portfolio and Investment Management | 2018 | n/a |
In 2018, Scotiabank Global Wealth Management implemented Thomson ONE Wealth Solutions. The deployment targeted Portfolio and Investment Management workflows across wealth advisors, trading desks, and client service operations within Scotia Wealth Management in Canada and was positioned to support the firm’s ~2700 employee wealth management organization.
Thomson ONE Wealth Solutions was configured to support core portfolio and investment management capabilities including portfolio aggregation and reporting, market data integration, trade order lifecycle visibility, client reporting and tax package preparation, and compliance-aware workflow orchestration. Configuration emphasized advisor-facing portfolio views, standardized client deliverables for financial planning, and automated data feeds required for year-end and tax reporting.
The implementation integrated explicit operational tooling already in use, linking Thomson ONE Wealth Solutions with the Charles River trading platform for execution and trade reference data, with Salesforce for client relationship and activity management, and with Microsoft Office Suite for document preparation and client meeting materials. Data synchronization focused on client account attributes, trade confirmations, and reporting artifacts to ensure consistency between front office advisory workflows and back office recordkeeping.
Governance aligned the Thomson ONE Wealth Solutions deployment with existing Scotiabank risk and compliance processes, embedding escalation rules for client issue resolution and advisor signoff within daily operational workflows. Operational coverage included advisors, client service representatives, trading, and financial planning teams, with process standardization around regulatory rules, trade execution controls, and the use of CRM-driven tasking to enforce policy and auditability.
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Buyer Intent: Companies Evaluating Thomson ONE Wealth Solutions
- Stifel Financial, a United States based Banking and Financial Services organization with 8892 Employees
- Alvarez & Marsal, a United States based Professional Services company with 10000 Employees
- R.W. Braid, a United States based Insurance organization with 4500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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