Family Office
Thomson adds Scivantage's workflow to ONE desktop
Co.'s front-office tech to include "real-time" account and
transaction data. Thomson Financial has selected Scivantage to
augment its Thomson ONE front-office technology aggregation suite
with consolidated client data and real-time account management
and trading capabilities.
Workflow and aggregation
"With Scivantage, we are extending the workflow capabilities of
Thomson ONE, allowing advisors to manage client assets more
proactively and to immediately and seamlessly act on
recommendations, dramatically improving the level of service they
provide," says Christopher Feeney, Thomson Financial's head of
wealth-management services.
Scivantage provides workflow applications for account opening,
account management, cash management and trading. It also features
client-account and transaction-level data from all major
brokerage-clearing or proprietary back-office systems.
Adnane Charchour, president and CEO of Jersey City, N.J.-based
Scivantage, calls Thomson Financial "a market leader for
integrated wealth-management solutions." He adds: "Our combined
solution offers retail brokerage firms and financial
professionals more flexibility and a more complete solution to
manage client relationships."
Thomson Financial, which is headquartered in New York, is a
division of Toronto, Canada-based Thomson Corporation. -FWR
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