LSEG Wealth Data Solutions
A data universe with a wealth of opportunities
Creating a compelling and personalised digital experience is key
to attracting, engaging and retaining investors, helping you increase
trading volumes and assets under management. Our flexible and intuitive
digital solutions seamlessly integrate our content and analytics
to uncover insights relevant to investors and their individual needs.

LSEG Wealth Data Solutions

A data universe with a wealth of opportunities

Drive personalised experiences
to help you differentiate
Engage investors with relevant insights and views
Investors want a seamless digital experience that provides account information, workflow
tools, analytics, news and insights tailored for them. Whatever their assets, aspirations, risk
profile or sustainability goals, our solutions let you seamlessly integrate market-leading
news, cross-asset content and analytics with your proprietary and client data to uncoverinsights relevant to each individual investor. With a unique combination of data, yourinvestors can get the insights they need to make the right decisions, at the right time.

Build an exceptional experience for investors
Our fully customisable suite of capabilities helps you exceed your investors’ expectations
and deliver memorable experiences. Choose to integrate from a vast selection of premium
data, analytics and interoperable widgets, or work in partnership with us to develop custom
on-screen solutions to meet your unique requirements. Our solutions help you get tomarket faster and easily deploy market-leading data and interactive tools while reducing
cost. We provide the flexibility, control and personalisation needed in the digital era ofwealth management.

2LSEG Wealth Data Solutions

A data universe with a wealth of opportunitiesSolutions at a glance
We give your firm complete control to create and deliver unique client experiences and accelerate
your digital transformation.

API ONLY

API + WIDGETS

FULL EXPERIENCE

Wealth as the ‘power inside’

Wealth as the ‘on-screen solution’

APIs

Widgets

Pages

Bespoke experiences

We offer a comprehensive
suite of industry standard
APIs to support your firm’s
specific development andtechnology landscape.
With APIs your firm hascomplete control over theuser experience of yourdigital wealth management
applications.

Our configurable webcomponents can beembedded into yourown HTML pages, fully
integrated with data andyour firm’s configurations.
They give your firm
significant control without
the heavy lifting of full
front-end development.

We provide ready-to-go,
full page experiences
which can be seamlessly
integrated into your site
to create a robust digitalplatform for your clients.

We work closely with yourbusiness and technology
teams to design anexperience specific toyour requirements. We
will deliver and host thesolution for you, minimising
your ongoing costs andmaintenance.

3LSEG Wealth Data Solutions

A data universe with a wealth of opportunities

Cut through the noise withmarket-leading data and analytics
Data lies at the heart of all we do, because we firmly believe thatdata is the fundamental differentiator within our market –and yours. Our comprehensive content spans traditional
market data, trusted news and company insights, as well as
alternative data including ESG and social sentiment.
The breadth and depth of our data ensures yourinvestors have all the information and insights theyneed to make confident investment decisions.

Sovereign

COMPANYINFORMATION

I/B/E/S®
Estimates

Ownership andholdings

FundamentalsLipper
funds

Ratings
and analytics

SocialsentimentNews andanalytics

Macro

MARKET-MOVINGINSIGHTS

Reference

Corporateactions

Legal entity

aMID/BACKOFFICE

Evaluatedpricing

End of day

Real time

ESG

Benchmarks
and indicesSymbology

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LSEG Wealth Data Solutions

A data universe with a wealth of opportunities

Create tailored experiences
for your investors
Wealth is all about people and when every client is unique, an off-the-shelf experience is simply off the table.
We will work with you to understand the unique investor challenges, opportunities and requirements you aresolving for and how best we can help you create an exceptional experience.

An active investor
looking for advanced
analytics and chartingto help with intricate
trading strategies

A self-directed
investor looking forsimple screeners, stock
ratings and ETF ratings

A robo-advised
investor looking for
portfolio views andperformance reports

An advisedclient looking for
personalised news
with insights andmarket sentimentindicators

Whether you are catering to self-directed investors, active investors or the full spectrum of advised investors
from robo-advised to private banking, we understand that each investor journey is unique and requires aunique solution.

5LSEG Wealth Data Solutions

A data universe with a wealth of opportunities

Enhance the investor
experience with our value
added capabilities
Tailored experience for active investors
Engage, grow and retain your active investor client base with detailed, accurate
and timely insights from LSEG Active Investor – a scalable market data and trading
platform that offers investors an integrated experience.

Real-time news, insights and sentiment
Make confident investment decisions with real-time and breaking news alerts fromReuters. Investors can receive a curated news experience with TC Market Buzz,
which delivers tailored insights and analytics via a simple user interface.

Drive idea generation with market sentiment
Develop investment ideas by leveraging rich sentiment data, tracking news andsocial media in real time. MarketPsych Analytics can easily be used in dashboards
and statistical tools to drive investment ideas.

Enhance digital collaboration and engagement
Investors and advisors can easily collaborate on the digital channel of their choicewith LSEG Wealth Connect, which can be seamlessly embedded into client
experience platforms and portals.

Create modern digital investment advice solutions
Build new investment advice solutions or efficiently augment existing ones using
our extensive catalogue of institutional-calibre APIs. Our digital advice solutions
provide the tools advisors need to build modern digital experiences.

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LSEG Wealth Data Solutions
Access uniquely tailored and personalised wealth experience, through LSEG’s data universe, cutting-edge
analytics and client-centric solutions.
For more information visit
lseg.com/en/data-analytics/wealth-management-solutions/investor-digital-solutionsLDA3235950/1-24