Thomson Reuters Launches eXimius generation 5

Thomson Reuters eXimius Launches Enhanced Book Management Capabilities

Thomson Reuters announced today it has significantly enhanced the book management capabilities of Thomson Reuters eXimius, the leading private client wealth management platform that offers broad client management, portfolio management, wealth planning and reporting capabilities in a single comprehensive application.

“The needs of the private client investment management market have changed dramatically and customers are more engaged and demanding,” said Thomson Reuters Exec. “At all levels, there is an increased demand for risk control and compliance. In order to meet the rapidly evolving needs of financial advisors in today’s challenging market, Thomson Reuters eXimius Version 5 now offers financial brokers added features to deliver greater efficiency in helping to manage client assets,” said TR Exec.

The new enhancements include the eXimius Organizer which enables relationship managers to easily shape their daily workload to optimize client contacts and prioritize important tasks to minimize administrative time.

The Planner, Profiling and Proposal Generator module enables users to undertake client profiling, risk assessment and fact-finding, compute a risk score, allocate strategic assets and generate an investment proposal document. 

The Enterprise Data Integrator is an embedded integration tool that allows organizations to source and map data from any database or data source, validate and pass it directly into eXimius with full administration monitoring and exception handling. 

A completely New Reporting Framework provides a library of pre-defined reports. Users may work with the standard reports as is, or modify them via an easy to use GUI. It also facilitates the creation of new reports using client specific combinations of both internal and external data content.

Thomson Reuters eXimius is currently used by more than 3000 advisor and broker desktops with major clients in the US and Europe.