- Wealth management solutions
- Digital Wealth Solutions
Digital wealth solutions
Boost advisor productivity, client centricity, and digital experiences with pre-built or customizable solutions.
Next-generation digital solutions for advisor and investor needs
Differentiate your business by delivering personalized, high-touch client experiences. Our Digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities.
How we help
What you get with our digital wealth solutions
Unparalleled data, content, and analytics to support advisors and clients
We aim to address evolving investor requirements by equipping you with market-leading content and services. Our advanced analytics, combined with unstructured data solutions, help advisors sort through the noise so that they can quickly uncover relevant and valuable insights.
Flexible and interoperable workflow delivery
Whether through APIs, widgets or hosted digital solutions, we can help your firm customize experiences for your clients. Our modern and flexible frameworks are designed to deliver dynamic, accelerated workflow capabilities to empower your business with optimized efficiency.
Omni-channel, personalized digital capabilities
Our capabilities are designed for redistributing content on browser-based or mobile applications and can be easily integrated into your existing infrastructure. Our mission in today’s digital-first world is to connect advisors and investors digitally through comprehensive and consistent experiences across all channels.
Active Investor, the newly launched platform, provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.
Wealth Management trends
72%of wealth managers see artificial intelligence as an opportunity
57%of wealth managers don’t know if clients are satisfied with their digital capabilities
50%of wealth managers say providing a more sophisticated digital experience is a challenge for their firm
Explore our digital wealth management solutions
Gain leading industry insights fuelled by our access to best-in-class data and human expertise. Our blogs, videos, special reports, research, and thought leadership detail how to best navigate through the fast-evolving wealth management landscape.
Call your local sales team
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
Africa: +27 11 775 3188
Russia and CIS: +7 495 775 1200
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
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
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