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. 

Personalised investor experiences

Bridging the generation gap: 5 ways to attract investors and create competitive advantage

Our latest research highlights the data, insights and digital experiences that investors
are looking for – from digital assets, index strategies and leveraging social media
for investment ideas to their market outlook and risk appetite.

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.


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.


Explore our digital wealth management solutions

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Office locations

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