Wealth management

Advisor Solutions

Discover the data, technology and digital tools we provide to help wealth advisors improve efficiency and deliver tailored advice to each client.

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LSEG and Dow Jones announce a multi-year data, news and analytics partnership

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  1. Overview
  2. How we help
  3. Benefits
  4. Solutions
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Get closer to your clients with our next generation advisor tools

Rapid advances in technology and digitalisation are forcing wealth managers to rethink their business strategy, client engagement models and how to effectively demonstrate their value to clients.

Wealth advisors need to proactively engage with clients and ensure they are delivering a personalised service. LSEG's customisable and intuitive advisor solutions seamlessly integrate our market-leading news, content, and analytics with your proprietary and client data to uncover personalised insights for each client, driving loyalty and value.

If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider

Bobby Anselmo
Head of Technology, UBS AG Americas

LSEG Workspace for wealth advisors

A powerful, smart and customer-centric solution designed specifically for wealth managers

More about LSEG Workspace for wealth advisors

How we help

Providing a more relevant and client-centric experience

Gain access to data, news and research in one view

With our market-leading data, global third-party content, exclusive Reuters news and continuously updated information, advisors can stay up to date with world markets and uncover new opportunities, bringing actionable insights to every conversation and recommendation.

Simplify and streamline processes for accelerated growth

Our advanced analytic capabilities, applications and reporting tools help to streamline processes and improve productivity so advisors can spend more time where it matters most, with clients.

Operate with flexible and client-centric technology

Our open technology enables interoperability and scalability while providing flexible frameworks and capabilities to help customise experiences for your advisors and clients.

Benefits

What you get with our advisor solutions

Actionable Insights

Our market-leading data, analytics and applications help advisors take action and deliver greater value to clients

Increased client engagement

With alerts, customised reporting and enhanced portfolio analytics, advisors can engage clients with relevant and timely information

Improved productivity

With tailored digital tools and applications, improve advisor efficiency from client acquisition to retention

Solutions

Explore our advisor solutions

Workspace for wealth advisors

Experience a highly customizable, client-centric workflow solution with LSEG Workspace for Wealth Advisors. Gain LSEG data and insights on demand.

LSEG T1 Wealth Solutions

Empower your investment management advisors with LSEG T1 Wealth Solutions, providing information and tools to streamline workflows and find opportunities.

RIA technology platform

Using LSEG's RIA Solutions, Platforms and Tools, meet changing client and industry needs with market-leading data, insights and an open platform experience.

ESG investing for wealth management

Build sustainability into your investment strategy with LSEG's environmental, social and governance (ESG) data and services, covering thousands of companies.

Digital onboarding in wealth management

Seamlessly onboard new wealth clients remotely and securely while creating a truly personalised experience.

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