To: StocksMan who wrote (20121 ) 8/26/2003 8:47:29 AM From: StocksMan Read Replies (1) | Respond to of 20297 Thomson Financial Announces Agreement With CheckFree Investment Services To Integrate Separate Account Data Into Enhanced Thomson One Advisor Framework Tuesday August 26, 8:30 am ET Provides Performance and Other Data for Separately Managed Accounts NEW YORK, Aug. 26 /PRNewswire-FirstCall/ -- Thomson Financial, an operating unit of The Thomson Corporation (NYSE: TOC - News; TSX: TOC - News), and leading provider of information and technology solutions to the global financial community, today announced an agreement with CheckFree Investment Services, a unit of CheckFree Services Corporation (Nasdaq: CKFR - News) a leading provider of investment management technology products, services and data to financial institutions and other organizations Under the terms of the agreement, CheckFree Investment Services' separate account data will be integrated into the Thomson ONE Advisor framework. The newly enhanced Thomson ONE Advisor is a highly configurable institutional grade solution that positions the client's interests at the center of a financial advisor's workflow to deliver highly personalized and consistent investment advice. Separate accounts are individual portfolios of securities managed by institutional investment firms and a rapidly growing investment product alternative within the wealth management industry, particularly among the 'mass affluent' with $100,000 to $500,000 to invest. The new Thomson ONE Advisor Separate Account Database is fully integrated into the overall application and provides a powerful complement to the existing equity, mutual fund and variable annuity databases. Using the module, financial advisors can compare and assess independent money managers and managed account products by accessing retail separate account data on 1300 participating money managers and over 5000 composites from more than 90 percent of the nation's largest investment firms. "Thomson has gained valuable insight into the specific needs of the advisor community through the development of Thomson ONE Advisor. The Separate Account Database will provide the financial professional with objective, accurate information on performance statistics for separate accounts, making it possible to effectively identify and select an independent investment manager or investment product," said William O'Conor, managing director, Banking and Brokerage, Thomson Financial. "We're excited about this partnership with Thomson Financial. Having Thomson integrate our Mobius data into Thomson One Advisor platform will provide our comprehensive data on 1,300 money managers and 5.500 investment products to even more financial advisors," said Alex Marasco, Executive Vice President and General Manager of CheckFree Investment Services. All modules of Thomson ONE Advisor, including Portfolio Management, Financial Planning, Investment Selection, Client Presentations and Market Data are designed as an integrated suite of advisor workflow tools that work together and share data, within a single user interface. Key features include portfolio management and re-balancing functionality; multiple goal-based financial planning capabilities using Monte Carlo probability analysis; advanced investment profiling and selection tools; NASD compliance-ready presentations and reporting; mutual fund, stock, variable annuities and indices databases and real-time market data and functionality. Thomson ONE Advisor is the retail and wealth management component of Thomson ONE, a flexible, open application framework that dynamically integrates data and applications from Thomson, proprietary and third party sources to a single user interface, without the high cost of ownership and unwanted features. Thomson One's integrated architecture is based on standard languages and tools such as C++, Java, XML, HTML and ActiveX. . .biz.yahoo.com