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Thomson InvestmentView
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Fact Sheets and Profile Reports Samples
Exposure Sample Reports
Contact Us
Contact Thomson Financial Email
Sales US (Toll-free)
+1 800 782 5555
Europe
+44 (0) 870 850 2162

Customer Support US (Toll-free)
+1 800 232 2285 Option 1-2

Europe
+44 (0) 870 458 1052
Diversity of Delivery
Thomson ONE As an integrated part of the Thomson ONE Desktop and web platform workflow, InvestmentView is available alone or as part of a seamless integration with Thomson's other Wealth Management offerings, including Market Data, Book Management, Asset Allocation, Financial Planning, Performance Measurement, Charting and more.
CD-ROM Delivery Allowing for offline access to the InvestmentView modules, CD-ROM delivery offers advisors and institutions flexibility in accessing the tools they need. Through the configuration of CDs with firm-focused product universes, Fund and Insurance companies are given the ability to promote their products within the InvestmentView tool set.
White-Label, API and Module Integration Understanding the customization needs of many firms, the InvestmentView modules are available via a fully functional web platform ready for firm branding and customization, through individually delivered functionality modules and via API allowing for maximum customization.

Thomson InvestmentView Profiles

Creating suitable, diversified investment strategies that meet the needs of your clients is core to your business. InvestmentView offers the tools you need to analyze portfolios, search for suitable investments and support comprehensive investment strategies.

SECURITY SCREENERS

+ Search complete databases using over 200 search criteria
+ Save results list and/or search criteria

FACT SHEETS AND PROFILE REPORTS

+ Highlight topics to discuss with your client including composition, sector and geographic break-down, past performance, performance against peers and detailed fee information.

+ FINRA compliant reports with configurable cover page, firm branding and disclosures and security-type color coding

+ Lipper Leader Rating System integration showing ratings in Total Return, Consistent Return, Preservation, Tax Efficiency and Expense.
+ Integration of Lipper Fund Awards highlighting award-winning funds.

EXPOSURE REPORT

+ Expose underlying holdings of a portfolio including open-end, closed-end and exchange traded funds
+ Combine composition, top-holdings, sector and geographic break-downs across underlying securities to easily identify risk