Thomson Financial has partnered with CheckFree Services Corp. to add separately managed account data to the Thomson ONE Advisor portfolio management software for financial advisers. CheckFree's SMA database, which covers 5,000 platforms from 1,300 money managers, represents 90% of the largest investment firms in the nation.

This SMA information will be incorporated with the Thomson ONE Advisor's mutual fund, stock, variable annuity and index databases.

Thomson Financial is a sister company of Thomson Media, publisher of this newsletter. Both companies are units of Thomson Corp.

Copyright 2003 Thomson Media Inc. All Rights Reserved.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.