Meeting your wealth management digital needs
Today, investors have access to an unprecedented flow of data from thousands of sources across global markets; however, the opportunity this access provides can be compromised by the challenges it creates. Data shows that 50% of wealth managers say providing a more sophisticated digital experience is a challenge for their firm.
With our widget capabilities, a set of à la carte, flexible HTML-5 technology components, we provide a fast and easy way to customize and deploy market data. This suite of flexible and off-the shelf widget capabilities supports wealth firms as they look to build out their portals and improve their investor and professional experience.
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
Providing the data, technology and insights to future-proof your digital journey
Our advanced widget capabilities provide your firm with several benefits to improve your investor and professional experience.
Available as white-labelled, stand-alone components, you can embed the widgets into your existing pages and experiences or through hosted pages, ready to be deployed.
Widgets can also be leveraged across browser types and devices, being responsive and flexible for mobile and tablets.
All powered by our data platform to help you maximize the value of our content – with minimum infrastructure for a quick and easy install.
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Relevant digital wealth management products and content
Lipper fund performance data
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