LSEG Workspace for wealth advisors

Available wherever you are, LSEG Workspace is your personal ecosystem of insights, news, and cutting-edge analytics, built to augment workflow and streamline your tasks. From market monitoring and idea generation to managing client portfolios and delivering sound advice, become more efficient and build stronger client relationships using LSEG Workspace.

What is LSEG Workspace?

Your personal ecosystem of insights, news, and analytics

In today’s fiercely competitive market, we understand the immense pressure you face to attract, engage, and retain clients. Purpose-built especially for wealth advisors, LSEG Workspace empowers you to serve more clients by optimising your time spent searching for insights and helping you stay ahead of market trends.

By leveraging AI-driven content, curated market monitoring, and intuitive portfolio management, you can proactively engage clients and demonstrate expertise.

What’s more, access an open, connected community and share existing tools, co-create new ones, and unleash an integrated developer environment. Share, build, and achieve more together wherever you are. Our fast and light cutting-edge technology ensures seamless synchronisation across all your devices, always keeping you client ready.

Time is money. With LSEG Workspace, save both.

Why LSEG Workspace for wealth advisors

Foster client relationships and drive long-term business growth

Uninterrupted access, anywhere

Differentiated content and analytics

Access to global news, Lipper fund and company data, exclusive insights from Reuters and 10,000+ sources, and personalised AI alerts from LSEG Digest help prioritise what matters most.

Intuitive and seamless user experience

Find what you need in no time wherever you are with our user-friendly interface, natural language search, and seamless integration across all your devices.

Market movements monitoring

Get insights into client portfolios through our dashboards. Access curated alerts and Watchlist Pulse to stay informed of significant activities on client portfolios, allowing you to stay ahead and proactively connect with them.

Data-driven insights and portfolio analytics

Demonstrate the impact of your recommendations. Analyse multi-asset portfolios, including cross-asset distribution and contribution and identify primary performance drivers.

Idea generation and analysis

Identify investment opportunities and differentiate your services with powerful analytics, screeners, and macro and company data.

ESG data and sustainability

Explore proprietary ESG scores and ratings for funds and equities, as well as ESG exposures in portfolios to help educate investors, meet investment mandates, and drive business growth.

Features & benefits

What you get with LSEG Workspace for wealth advisors

Enable true client centricity, achieve greater relevance

Boost client satisfaction with a swift multi-asset portfolio analysis and pinpoint sources of performance, driving valuable client engagement. Our advanced portfolio analytics provides comprehensive, real-time client-centric portfolio views, empowering you with insights into asset allocation, historical return attribution, and financial risk factors.

Case study: Improving efficiency and generating greater insight

Meet changing client demands, deliver actionable insights

Gain investor trust through enhanced engagement and transparency, while demonstrating valuable advice. Access market-leading data, trusted news, and alternate data to deliver ESG-focused portfolio recommendations.

Simplify your experience, deliver greater efficiency

Enhance productivity by spending less time searching and more time forging valuable relationships and growing your assets. Share proprietary investment information seamlessly and get instant access to content via a user-friendly platform. With powerful interoperability, it seamlessly integrates with existing workflows, allowing you to focus on growing your business.

House views and market insights factsheet

Product in action

Intuitive and customisable workflows

LSEG Workspace for wealth advisors: Wealth workflow components

UBS upgrades data and analytics for advisors with LSEG Workspace

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


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