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. CheckFrees 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 Advisors mutual fund, stock, variable annuity and index databases. The systems is designed to permit financial advisers to conduct portfolio management and financial planning and to create client presentations. The software can also conduct Monte Carlo probability analysis.
"The separate account database will provide the financial professional with objective, accurate information on performance statistics for separate accounts," said William OConnor, managing director, banking and brokerage, at Thomson Financial.