We understand that “One size fits all” just doesn’t fit wealth management, which is why we offer a tailored approach and solutions that lets you personalise advice to each client’s needs.
The wealth industry faces significant challenges, including the ever-changing regulatory landscape, increasing demand for personalized services and the rise of digital disruption. To thrive in this environment firms must adapt quickly and harness the power of technology and data to deliver an exceptional experience for investors – whether they are self-directed or advised.
LSEG’s solutions empower Wealth Managers to improve advisor productivity, streamline digital onboarding, provide timely advice, and improve the overall experience for end investors. Create valuable and personalised experiences with our suite of solutions tailored for Wealth Managers.
How we help
Foster more meaningful relationships with your clients using our next-generation advisor tools. Deliver an exceptional platform experience for investors with our digital solutions and capabilities– whether they are fully self-directed or fully advised.
Our advisor solutions seamlessly integrate our market-leading news, insights, and analytics as well as your own propriety data to uncover personalised insights for each client. These insights and workflow tools give your advisors more time for business development and customer relationships, driving loyalty and growth.
Investors demand modern and easy to use platforms for self-directed investing. Our insights and analytics can empower investors to make better decisions and maximise their financial wellness. All delivered through flexible on-screen solutions and APIs to highlight the most relevant content.
Our world-class risk intelligence, combined with intuitive tools and automation, streamlines and eases the client onboarding process, helping to reduce the compliance burden and improve customer satisfaction.
We help you build scale and efficiency in your operational activities through the front, middle and back office, while reducing risk.
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