Thomson Reuters Wealth Management to offer portfolio management solutions


Thomson ONE Wealth Management clients will have access to technical analysis research and workflow tools that address multiple asset classes and instrument types

Business information giant Thomson Reuters Corp (NYSE:TRI) has signed an agreement with Dorsey, Wright & Associates (DWA), a Nasdaq Company, to offer investment research and portfolio management solutions to Thomson ONE Wealth clients in the Americas and Canada, through Dorsey Wright’s “DWA Research Platform,” a web-based technical research platform used by thousands of advisors to help build and manage portfolios in a transparent, rules-based, and systematic way.

The DWA Research Platform has screening capabilities that objectively rank securities, ETFs, and mutual funds based on relative strength analysis. The rankings are updated on a daily basis and take into account macro and micro trends and issues affecting the global markets. The DWA Research Platform will enable hundreds of thousands of Thomson ONE users to access Dorsey Wright’s popular equity, ETF and mutual fund reports, the Dynamic Asset Level Investing (DALI) tool, multi asset class model portfolios, and comprehensive technical indicators to help create portfolios and value for their clients.

David Akellian
David Akellian

David Akellian, global managing director of Thomson Reuters Wealth Management, commented:

Our customers increasingly turn to Thomson Reuters to access a wide breadth of research tools and insights delivered through one platform. Delivering data from Dorsey Wright, a Nasdaq Company, on Thomson ONE offers advisors access to additional solutions to help them achieve desired outcomes for clients.

Jay Gragnani
Jay Gragnani

Jay Gragnani, Executive Vice President, Dorsey, Wright & Associates, added:

We are excited that Thomson ONE Wealth clients will now have access to the DWA Research Platform which provides innovative portfolio construction and allocation workflows that can handle multiple asset and instrument types. This powerful platform can be a very valuable tool to today’s financial professional, providing timely market insights, as well as technically strong investment ideas rooted in the fundamental law of supply and demand.

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