- Wealth management
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How we can help
Automate advisor workflow
Equip your advisors with workflow tools that help them provide a more relevant and responsive investor client experience.
Enhance the investor experience
An outstanding investor experience is every firm’s goal. Our Digital Solutions, industry-leading data, and APIs help you transform how investors engage with their investments in a modern, digital experience – whether through an advisor or directly.
By enabling today’s investors to stay informed and actively engaged we help you drive longer-term value and growth.
If you want to enable service and operational efficiencies through automation and provide exceptional customer service while managing expenses, meet BETA. Serving the unique needs of retail and institutional brokerage businesses, BETA provides a flexible suite of brokerage processing tools that optimizes your capabilities and seamlessly integrates with your current operations.
A one-stop solution to unleash your productivity
Our new Eikon-based wealth management solution…reduces the amount of time needed for an advisor to look for information and prepare client proposal updates by up to 50%.
To ensure you benefit from the latest thinking and technology, our partner marketplace provides seamless access to trusted content, powerful innovation, and new opportunities. We partner with over 2,000 organizations.
Get fully integrated trading functionality (HTML5) for web-based platforms. Plus deliver expert advice with Wealth Management Desktops & Solutions (ASP) delivering our content in a workflow driven way.
Give your users tailored web presentations. Together with LabCi, we let you create online solutions using our extensive news and financial content, and easy-to-integrate systems.
By delivering QA Direct and Intelligent Tagging via Microsoft Azure we're enhancing data integrity, processing and scalability. We're also making our data available directly in Office 365 for ease of use.
Get automated settlement and straight-through processing of trades executed across all markets through our partnership with NRI Financial Solutions. Available to BETA customers.
Streamline your processes. Make fully informed and illustrated decisions. We've integrated our Proposal Generation Tool (PropGen) with market reference point FeeCheck™ by PriceMetrix.
Quickly identify customer risk, add audit trail capabilities, integrate workflows and get access on the move with a powerful combination of World-Check and Salesforce.
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