LSEG Workspace for wealth advisors
Available wherever you are, LSEG Workspace is your personal ecosystem of insights, news, and cutting-edge analytics, built to augment workflow and streamline your tasks. From market monitoring and idea generation to managing client portfolios and delivering sound advice, become more efficient and build stronger client relationships using LSEG Workspace.
LSEG and Dow Jones announce a multi-year data, news and analytics partnership
LSEG Workspace for wealth advisors
Available wherever you are, LSEG Workspace is your personal ecosystem of insights, news, and cutting-edge analytics, built to augment workflow and streamline your tasks. From market monitoring and idea generation to managing client portfolios and delivering sound advice, become more efficient and build stronger client relationships using LSEG Workspace.
LSEG and Dow Jones announce a multi-year data, news and analytics partnership
Your personal ecosystem of insights, news, and analytics
In today’s fiercely competitive market, we understand the immense pressure you face to attract, engage, and retain clients. Purpose-built especially for wealth advisors, LSEG Workspace empowers you to serve more clients by optimising your time spent searching for insights and helping you stay ahead of market trends.
By leveraging AI-driven content, curated market monitoring, and intuitive portfolio management, you can proactively engage clients and demonstrate expertise.
What’s more, access an open, connected community and share existing tools, co-create new ones, and unleash an integrated developer environment. Share, build, and achieve more together wherever you are. Our fast and light cutting-edge technology ensures seamless synchronisation across all your devices, always keeping you client ready.
Time is money. With LSEG Workspace, save both.
Why LSEG Workspace?
Foster client relationships and drive long-term business growth
Uninterrupted access, anywhere
Access to global news, Lipper fund and company data, exclusive insights from Reuters and 10,000+ sources, and personalised AI alerts from LSEG Digest help prioritise what matters most.
Find what you need in no time wherever you are with our user-friendly interface, natural language search, and seamless integration across all your devices.
Get insights into client portfolios through our dashboards. Access curated alerts and Watchlist Pulse to stay informed of significant activities on client portfolios, allowing you to stay ahead and proactively connect with them.
Demonstrate the impact of your recommendations. Analyse multi-asset portfolios, including cross-asset distribution and contribution and identify primary performance drivers.
Identify investment opportunities and differentiate your services with powerful analytics, screeners, and macro and company data.
Explore proprietary ESG scores and ratings for funds and equities, as well as ESG exposures in portfolios to help educate investors, meet investment mandates, and drive business growth.
Features & benefits
What you get with LSEG Workspace for wealth advisors
Enable true client centricity, achieve greater relevance
Boost client satisfaction with a swift multi-asset portfolio analysis and pinpoint sources of performance, driving valuable client engagement. Our advanced portfolio analytics provides comprehensive, real-time client-centric portfolio views, empowering you with insights into asset allocation, historical return attribution, and financial risk factors.
Meet changing client demands, deliver actionable insights
Gain investor trust through enhanced engagement and transparency, while demonstrating valuable advice. Access market-leading data, trusted news, and alternate data to deliver ESG-focused portfolio recommendations.
Simplify your experience, deliver greater efficiency
Enhance productivity by spending less time searching and more time forging valuable relationships and growing your assets. Share proprietary investment information seamlessly and get instant access to content via a user-friendly platform. With powerful interoperability, it seamlessly integrates with existing workflows, allowing you to focus on growing your business.
PRODUCT IN ACTION
Intuitive and customisable workflows
UBS upgrades data and analytics for advisors with LSEG Workspace
If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider
Bobby Anselmo
Head of Technology, UBS AG Americas
Awards
Workspace technical specifications and installation instructions
Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.
Request product details
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