Wealth Management

Top-tier solutions for wealth management firms

The frequent regulatory changes, volatility and escalating volumes of market data in the global financial markets require the wealth management sector—retail banks, private banks, investment companies, online brokers, exchanges and media portals—to optimize their business processes and better manage market data and analysis.

Interactive Data’s wealth solutions support more than 500 clients that span the wealth management marketplace, from advisors to end investors.  These solutions include real-time streaming market data desktops, customizable web-based portals, a broad range of mobile and tablet solutions and powerful APIs.  Interactive Data also designs, builds and supports custom-branded solutions for a wide range of technology frameworks or platforms. 

Interactive Data employs innovative technology designed to help clients realize greater value from their financial market data. Instead of just displaying real-time, end-of-day and simply delayed data, Interactive Data can deliver the information in applications for easy comparison and appraisal in individual contexts. In addition, decision support tools and analytics, extensive charting capabilities and sophisticated search functions are designed to help facilitate the investment and advisory processes.

Related Products & Services