Attract, engage and retain investors with a compelling and personalised experience.
Digital capabilities in wealth are already critical and their importance will only continue to rise as firms look to meet changing investor expectations. Creating a compelling and personalised experience for investors is key to improving client retention and increasing AUM.
Online brokers, also referred to as stock brokers or discount brokers, are facing strong head winds with many players in the market and commissions shrinking. Investors are looking for an intuitive digital experience that delivers the digital capabilities, insights and analytics to make confident decisions. Online brokers that can deliver and exceed investors’ expectations will differentiate themselves and be successful.
What is an online broker?
An online broker performs the same liaison duties as a brick and mortar broker, but they never see their clients face to face and perform all their duties online. In its most basic terms, the definition of an online broker is a trading provider who offers access to a digital platform, to help their clients buy, sell, and trade stocks.
Choosing an online broker can be difficult due to the wide variety of choices available. While competition has pushed many brokers to offer their services on a no-fee basis for commonly traded assets, investors evaluating these platforms will still find major differences in the usability, trading technology and account features.
29% of Millennials are willing to switch providers due to digital capabilities
Our solution
Deliver the digital experience that empowers investors
Our solutions help online brokers deliver the digital experience clients expect and empower them to invest with confidence.
Differentiated content for differentiated digital experiences
Our advanced analytics, combined with unparalleled data help you filter out the noise and quickly uncover relevant insights to enhance advice for your clients.
Scalable delivery optimised for digital workflows
We provide simplified, cost-efficient and flexible delivery mechanisms of our data via API or widgets, helping you create unique experiences for investors across any channel or platform.
Digital capabilities to support development teams
Empower your development teams with tools and solutions to support rapid development and get to market faster, so you can spend more time where it matters most.
Data solutions to power your investor portals
Benefits
What you get with our online broker solutions
Benefit from modern and intuitive digital experiences that align with your client segmentation and solution offerings.
Meet investor demands and provide tailored insights in the areas that matter most to them such as ESG.
Speed up time to market and the development of new solutions while improving productivity and lowering cost.
Request details
Call your local sales team
Americas
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands: +612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
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New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576