Wealth Management

We understand that “One size fits all” just doesn’t fit wealth management, which is why we offer a tailored approach that lets you personalise advice to each client’s needs.

  1. Overview
  2. How we help

Explore our services

Market-leading data, enhanced digital tools and actionable insights drive confident decision making for wealth advisors and investors alike. Create valuable and personalised experiences with our innovative suite of wealth solutions.

How we help

Advisor and Investor Services

Foster more meaningful relationships with your clients using our next-generation advisor tools. Accessing our digital capabilities you can build an exceptional platform experience for investors – whether they are fully self-directed or fully advised.

Increase advisor and investor satisfaction, value and productivity

Discover the insights, digital tools, and capabilities that empower wealth advisors and investors to be more informed, efficient, and prepared in an ever evolving digital era.

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Provide performance context to your clients

Advisors and investors can access the tools needed to measure and analyse their performance against global markets using FTSE Russell’s products – facilitating performance analysis and supporting the evolving demands in the wealth industry.

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Create a seamless digital onboarding client experience

Look to us to help digitally onboard your clients, verify identities, proof legal documents and screen for regulatory and financial risks – all in one transaction, via one API.

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UnaVista regulatory reporting solutions

Reduce operational and regulatory risk through UnaVista’s range of regulatory reporting, reference data and analytics solutions.

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Further information about LSEG

Get in touch

If you’d like to know more about how we can help you, please get in touch.

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LSEG careers

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About LSEG

Discover more about LSEG, our history, and what we do.

About LSEG
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