Most platforms connect products.
THOR ONE is one system.

Every platform shows a logo wall of capabilities. The question is how many of them are actually the same system, and who does the work when the screen is closed. Here is what THOR ONE is built on, and how it compares.

Seven engines. One set of records. All ours.

THOR ONE is not a suite of products joined by integrations. Every engine below is our own code, running on the same records, so a trade, a fee, a lot and a return each have one owner and one answer.

• Trading. Our own order management and execution engine, with rules-based routing, rebalancing, drift monitoring and daily tax-loss harvesting. Our trading desk places every order.
• Reporting. Performance at the sleeve, the account and the household, under your brand, on the schedule you set.
• Billing. A single fee path, calculated from the same records that traded. One place a fee is calculated, one place the invoice comes from.
• Risk. One risk journey for the whole household, applied to every account, or one per account where that is right.
• CRM. Not a CRM that syncs with your book. A CRM that is your book.
• Planning. Retirement and income plans built against the holdings the client actually owns.
• Research. Institutional managers and your own models ranked on the same measures, blended in minutes, and traded from the screen you researched them on.

An assistant on every page that knows your book

Because every engine shares one set of records, the assistant built into every page of THOR ONE can answer from your actual firm, not from general information. Ask it to pull up a household’s accounts, holdings, risk score, notes and tasks; compare strategies and blends on the marketplace; rank funds and stocks head to head; build and balance a blend; read how a model fits a given client; or show what to act on first across your book.

Sleeves, and the household above them

Every account on THOR ONE is sleeve-based. Managed and unmanaged sleeves sit inside one account, and trading, rebalancing and performance run at the sleeve, not across a flat account. Three managers can run inside one registration with one statement, one cash position and one set of tax lots.

Above the sleeves sits the unified managed household: every account, every lot, the gains already realized this year and what a trade does to the whole, on one screen. A client who needs cash for a roof is one decision across the household, not five logins and a spreadsheet. One account, three managers.

Compared, one by one

• THOR ONE and Orion. A broad suite with an integrated CRM, against one system where our desk places every order.
• THOR ONE and Addepar. A data and reporting platform, against a platform that runs the operation.
• THOR ONE and Black Diamond. A suite of components inside SS&C, against one set of records.
• THOR ONE and GeoWealth. Two TAMPs on their own technology, and how much of the firm each one runs.

Choosing between outsourcing and software? A TAMP or the technology: two ways to run THOR ONE.