ForWealthAdvisors+1.2%

54-0.5%A

Securely integrate proprietaryinvestment information, market
data and news to improve in-housecollaboration and efficiently distributecontent, streamlining the advisor workflow.

HouseViews
andMarketInsights

LSEG Workspace for Wealth Advisors

2Streamline the distributionof in-house and external
research, convictions lists,
and model portfolios
With research reports, convictions lists, and model portfolios distributed via
multiple channels, there is often poor adoption of internal recommendations andsuitability guidelines. Productivity and efficiency are also impacted as advisors
lose considerable time searching for the latest proprietary information.
Our House Views and Market Insights capability provides asecure content management and distribution channel integrating
proprietary investment information with market data and news
to streamline the investment recommendation workflow.

Securely manage and efficiently share
proprietary investment information
House Views and Market Insights provides workflows andscreens to connect the different in-house teams involved in
the creation, distribution and consumption of internal content.
Administrators can set up and appropriately permission different
types of users to be able to access, create or approve content
in House Views and Market Insights. The system incorporates
maker/checker functionality to enforce internal compliance rules.
House Views and Market Insights can link to multiple
documentation and data sources, for example an advisor could
access conviction lists, market data, research notes and in-houserisk ratings which are hosted in the House Views and Market
Insights database.
Users can also enter Reference/Model Portfolios based on
securities that have been added as a conviction, or upload
one or more portfolios from Excel.

Improve advisor efficiency and provide a
better service to clients
The House Views and Market Insights screens commingle
cross-asset investment recommendations for equities, bonds,
funds and FX instruments, proprietary or third-party research,and model portfolios with relevant market data and news in
one place.

A flexible platform tailored to the specificworkflow needs of advisors
Access the most relevant information needed with automaticallytagged content, conviction-change notifications, and userdefined alerts. Advisors can quickly access the firm’s proprietaryknowledge and manipulate data on screen or export it to Excel,
informing decisions on client recommendations.
With multiple distribution channels, information can beretrieved either via the dedicated application in Workspacefor Wealth Advisors or integrated into third party environments
via API.

LSEG Workspace for Wealth Advisors

House Views and Market
Insights highlights
Content supported– House Views (e.g., macro or sector view)– Cross-Asset Convictions lists (instrument recommendations)– Instruments lists (shared or personal)– Research documents– Reference/model portfolios– Custom data (e.g., proprietary risk ratings for convictions,target prices)– LSEG market data (e.g. last price, currency, ex-date,price-to-earnings ratio, dividend)

Key administrative features– Full control of information publishers and consumers byin-house administrators– Maker/checker functionality to implement a multiple-review
approach– Track changes by name, type, status, requester, andapprover, etc.
– Usage statistics to track adoption– Screen customization options including white labeling

Top user features
Publishers– Upload files, convictions, House Views, reference portfolios– Manual tagging of documents, convictions and comments
facilitating search functionality– Automated document tagging for enhanced discoverabilityof research and other materials (using LSEG NLP andIntelligent Tagging)– Separate convictions by categories (i.e., funds, equities,fixed income) and live versus deleted– Links to associated documents and associated lists– Create or upload reference/model portfolios
Consumers– Search by name of instrument/view– Filter or sort on any column– Analyze reference/model portfolios at a high level– Track change notifications and set alerts– Contextual linking to other parts of the Workspace– Export to Excel– Create comments across the application and referenceor link to specific users, documents and convictions

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LSEG Workspace for Wealth Advisors+1.2%

The content,technology andworkflow tools toaccelerate growth.
To find out more about how Workspace for Wealth
Advisors can help you grow your business anddeepen client engagement, please visit theWorkspace for Wealth Advisors page.

LDA2891054/06-23

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