Thomson Reuters offers a wide range of investment tools and information.  We understand the dynamic needs of wealth management professionals and the competitive environment in which you operate. To win client confidence, you need tools that enhance your ability to make informed recommendations and manage portfolios effectively, while giving you the time and capabilities to strengthen client relationships through sophisticated portfolio management with robust financial planning and analysis. Thomson Reuters solutions help you improve productivity, provide consistent advice, and grow profitable relationships with clients.

InvestmentViewTM integrates with PortfolioCenter®, portfolio management software offered by Schwab Performance Technologies.  Current and historical market index data can be imported directly into PortfolioCenter from InvestmentView. This integration offered by Thomson Reuters and Schwab Performance Technologies provides you with the ability to include index returns from InvestmentView on PortfolioCenter performance reports.Included with the InvestmentView product is a comprehensive database of equity and fixed income indexes, including the industry’s most popular benchmarks as well as our investment category averages. Investment professionals can use this comprehensive database to reinforce their recommendations by comparing security types to relevant benchmarks.

For over 20 years, Schwab Performance Technologies has been delivering portfolio management and accounting solutions to independent financial advisors and investment managers. More than 3,000 firms rely on PortfolioCenter to help them manage their practice and service their clients.

For more information about the InvestmentView products available to you, visit the Product Details pages.

 Schwab Performance Technologies® and PortfolioCenter® are registered trademarks of Schwab Performance Technologies, Inc., a subsidiary of The Charles Schwab Corporation.