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Why choose Thomson ONE Wealth Management?

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Why choose Thomson ONE Wealth Management?

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• Seamless Integration: Integrates client and account data across wealth management functions into a single workflow. • Book Management Dashboard: Comprehensive view into your book of business utilizing the unique Book Management Dashboard and querying features. • Integrated Performance Reporting: Offers advisors and their clients valuable insight into the performance of their assets. • Robust Client-Ready Reporting Suite: Includes client review reports, portfolio reports with performance measurement, asset allocation reports, financial planning reports, and security profile reports. • Goal-Based Planning: Plan for real-life events with integrated asset allocation using the Financial Planning module.

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