Create personalised experiences for your advisors and investors
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
Advisor and Investor Services
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.
Enhance advisor productivity
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.
Elevate the investor experience
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.
Client onboarding and compliance
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.
Enhance the middle and back office
We help you build scale and efficiency in your operational activities through the front, middle and back office, while reducing risk.
Insights
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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