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Thomson Financial/Wiesenberger Announces Strategic Partnership with Financeware
June 18, 2001
FOR IMMEDIATE RELEASE
Thomson Financial/Wiesenberger Announces Strategic Partnership with Financeware
Leading solution provider to add sophisticated “Monte Carlo” probability analysis tools to recently-launched wealth management solution
Rockville, Maryland (June 18, 2001) -– Thomson Financial/ Wiesenberger, a leading provider of technology and information solutions to the financial services industry announced today that it has formed a strategic partnership with Financeware, a provider of online probability analysis and client collaboration tools for financial advisors and investors.
Under the terms of the agreement, Financeware will become a fully integrated partner of Thomson Advisor, Wiesenberger’s recently-launched enterprise-wide wealth management solution. The integration of Financeware’s sophisticated Monte Carlo Simulation technology into the advisor platform of Thomson Advisor—called AdvisorViewpointTM— creates a powerful application with asset allocation capabilities, advanced financial planning tools and probability analysis functionality.
Combining “Best-of-Breed” Tools to Yield Unmatched Value to Clients and the Industry Wiesenberger’s mission is to provide advisors and their firms with services that help build long-term, sustainable relationships with clients by offering better advice. Likewise, Financeware’s revolutionary system is designed to enable advisors to help clients achieve their life goals. “By combining our ‘best-of-breed’ tools, we are well positioned to help our clients and the industry increase productivity and enhance client relationships,” Joe Stensland, Vice President of Business Development at Wiesenberger, Thomson Financial said.
David B. Loeper, President and CEO of Financeware agrees. “The future of investment advice is based on financial advisors helping their clients achieve their lifetime financial goals. The power of our integrated product will enable advisors to easily analyze and achieve this vision through the integration of all elements of the advising process. Leveraging our innovative resources will offer both our clients unmatched value,” Loeper said.
ABOUT WIESENBERGER, THOMSON FINANCIAL
Wiesenberger is the leading provider of technology and information solutions to the financial services industry, including financial advisory firms, fund houses and insurance companies. Wiesenberger is a division of Thomson Financial, a US$2 billion provider of e-information and integrated work solutions to the worldwide financial community. Through the widest range of products and services in the industry, Thomson Financial helps clients in more than 70 countries make better decisions, be more productive and achieve superior results. Thomson Financial is part of The Thomson Corporation (TSE:TOC), a leading global e-information and solutions business with annual revenues of more than US$6.0 billion. The Corporation’s common shares are listed on the Toronto and London stock exchanges. For more information on Thomson Financial, visit www.thomsonfinancial.com.
ABOUT FINANCEWARE
Based in Richmond, Va., Financeware is powering the future of financial advice through a unique suite of online analysis and client collaboration tools for financial advisors. These tools, coupled with a goal-based advising approach called Wealthcare, allow advisors to improve their clients’ chances of succeeding financially. Founded in 1999, the company is privately held. Information about the company is available online at www.financeware.com.
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Copyright 1999-2010 Financeware, Inc., U.S. Patents 6,947,904, 7,562,040, 7,650,303, and 7,765,138.
International and U.S. patents held as listed here
Other U.S. and international patents pending. All Rights Reserved.
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