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
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
Benefit from modern and intuitive digital client experiences that align with your client segmentation and solution offerings.
Meet investor demands and provide tailored insights in the areas that matter most to them such as ESG.
Speed up time to market for new solutions while improving productivity and lowering cost.
Explore our digital wealth management solutions
Asia Pacific (Sub-Regional)
Australia & Pacific Islands: +612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
Help & Support
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