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Wealth management

Investor Solutions

Our flexible and intuitive digital solutions provide investors with the insights and tools to invest with confidence and maximise their financial wellness

Wealth management is personal and investors require personal solutions.

Digital capabilities in wealth are already critical and their importance will only continue to rise as firms look to meet changing investor expectations. Creating a compelling and personalised experience for investors is key to improving client retention and increasing AUM.

Whatever their assets, aspirations, risk profile, or ESG preferences, our customisable digital solutions seamlessly integrate our content and analytics to uncover insights relevant to investors and their individual needs. 

35% of investors under the age of 54 consider the digital capabilities of a wealth manager when choosing a provider.

Personalised investor experiences

Getting personal: How wealth firms can attract and retain the modern investor

Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.

How We Help

Our solutions empower investors through flexible technology, unparalleled data, and enhanced digital-first capabilities

Market-leading content and services

Our advanced analytics, combined with unparalleled data help investors filter out the noise so that they can quickly uncover relevant and valuable insights.

Flexible and seamless delivery

Our modern and flexible technology makes it quick and easy to create unique experiences for investors across any channel or platform.

Omni-channel personalised capabilities

Our digital capabilities can be easily integrated into your existing infrastructure and are designed to redistribute content comprehensively and consistently across all channels.

Benefits

What you get with our investor solutions

Compelling experience for investors

Benefit from modern and intuitive digital client experiences that align with your client segmentation and solution offerings.

Personal insights and views

Meet investor demands and provide tailored insights in the areas that matter most to them such as ESG.

Enhance the development of new digital experiences

Speed up time to market for new solutions while improving productivity and lowering cost.

Solutions

Explore our digital wealth management solutions

Wealth management insights

Gain leading industry insights fueled 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.