Technology

Canadian Wealth Firm Signs Up Thomson Reuters Platform

Tom Burroughes Editor London 28 January 2009

Canadian Wealth Firm Signs Up Thomson Reuters Platform

Thomson Reuters, the news and information firm, has signed a three-year deal with a Canadian wealth management company, MacDougall, MacDougall and MacTier to adopt TR’s eXimius private client wealth management platform.

The front-office wealth management platform creates a single package deal for managing high net worth business on a holistic, multi-asset class level. 

The Thomson Reuters system features a configurable interface which can be simplified when needed.  The platform provides services from client prospecting to client acquisition, as well as managing an existing base of business and maximizing a firm’s resources.

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