September 2024
Wealth Advisor Dashboard now on LSEG Workspace
Supercharging wealth advisor productivity
LSEG announces the launch of the Wealth Advisor Dashboard on LSEG Workspace.
This capability enables workflows across the wealth community, especially wealth advisors.
By combining the power of LSEG’s content and client portfolio information, the Advisor Dashboard enables advisors to quickly generate valuable insights on relevant activity impacting their clients, saving them time, and creating better client engagement opportunities.
Wealth advisors are constantly striving to scale their businesses, while adding value to their client’s wealth. This new tool helps advisors succeed in their dual objective.
Sune Mortensen, LSEG’s Global Head of Wealth Solutions said: “I am excited to announce the launch of the new Advisor Dashboard on LSEG Workspace. The Advisor Dashboard has been specially designed to alleviate some of the challenges that financial advisors face, by building tools to contextualise and visualise impacts of market activity on their practice and clients.”
Request product details
Call your local sales team
Americas
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands: +612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: +622150960350
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576