Wealth Management

The role of a wealth manager is ever-evolving. Keeping pace with rapidly changing markets, new portfolio tools and the needs of your clients is becoming more and more challenging, but also more important. With S&P Capital IQ's capabilities for wealth managers, we help free up your time to cultivate client relationships and grow your business.

Financial Advisors
S&P Capital IQ has a long reputation for providing high-quality, independent investment research - across asset classes and sectors - and has been used as part of the due diligence and consensus building process for advisors and their clients.

Drawing on the integrated capabilities of S&P Capital IQ, wealth managers have access to a broad array of solutions including market analysis, real-time news and commentary and advanced prospecting - available on one of our proprietary platform's or on your organization's own. By bringing together both our existing and new capabilities, S&P Capital IQ can help wealth managers make decisions, generate investment ideas, and analyze information in a powerful new way.

Private Bankers
Wealthy individuals and families often look for opportunities beyond the spectrum of traditional investments, and S&P Capital IQ stands ready to support Wealth Managers and Private Bankers with independent, unbiased analytics and data. Our clients have access to highly sophisticated screening capabilities and tools enabling them to delve deeper into different facets of an investment strategy to their high net worth clients in a compelling readable format.

Referrals and networking are the cornerstone of an effective growth strategy for Wealth Management practices, and S&P Capital IQ provides a variety of hard-to-get data on individuals, companies and liquidity events, creating a powerful business development platform for wealth management teams.

Over 4,200 Clients