Find out how you can transform your business by using reference data and pricing data from SIX.
SIX provides financial institutions with all data and services required to be and remain compliant in the more and more complex regulatory environment.
Accurate, accessible and transparent, SIX Indices are trusted by asset, portfolio and wealth managers around the world.
Institutions use financial data delivery and the display by SIX to seize the opportunities others miss.
Access the ESG Data you need to make informed sustainable investment decisions.
Explore how SIX delivers international financial data to Wealth Managers
In the near future, due to digital transformation, wealth managers will face a new challenge, namely addressing clients’ needs for self-service capabilities to fulfil cross-channel client experience. Wealth management firms are dealing with legacy technology and data across disparate and disconnected systems. For many, digital transformation and the adoption of technologies like Artificial Intelligence (AI), Machine Learning (ML), and Distributed Ledger Technology (DLT) will be challenging. Data analysis and exchange with third parties will set the tone to value creation by driving hyper-efficient and personalized client services.
Younger clients are interested in sustainable investing, which now plays a major role in investment decisions alongside customer risk aversion, expectation of returns and liquidity constraints. Decision-making will become increasingly data-driven, requiring high-quality ESG data.
Investors are becoming cost-conscious and are demanding greater transparency and value for money.
Investor protection will require firms to continuously invest in compliance and risk management. For more regulatory challenges, view the article from SIX on Wealth Advisory 2.0.
The growing wealth of emerging economies is resulting in a shift in the location of the wealthy from more traditional markets to other regions, such as Asia. Wealth management firms must be prepared to navigate tax and regulatory differences that exist in these regions.
The traditional wealth management value chain will become increasingly segmented, with individual providers covering specialized areas of activity. Wealth managers will need to ensure easy access to the data that they need via modern APIs and platform-based open financial eco systems.
Specialized providers and fintech companies are becoming very attractive to the younger generation of wealthy individuals. Their strength lies in offering clients self-service and round-the-clock accessibility to their portfolios.
For more information, contact our sales team. We are happy to help you find the right data sets to cover your business needs.
For over 90 years, the wealth management sector has been an integral part of our business.
SIX supports wealth managers in sourcing and efficiently delivering data, specifically high-quality reference, pricing, corporate actions, ESG data, tax and regulatory services, along with indices.
SIX was formed and is owned by 120 Swiss and international financial institutions, including some of the largest wealth management companies in the world. The shareholders of SIX are also key users of our services. Our close relationship ensures we understand and can rapidly react to the evolving business and operational needs of the wealth management industry.
Relationship managers have the challenge to communicate complex information to clients. With SIX iD, relationship managers visualize clients’ portfolios. The data delivery system provides key insights on performance, trends, news, etc. SIX iD comes with one single license that can be used on your computer, laptop, or phone at the office, working from home, or on the move.
The Wealth Management Package of SIX iD does the heavy lifting for you – so you can focus your attention on managing your client relationships instead of losing time on spreadsheet modeling. In this package you can define your client’s portfolio.
And, with the SIX iD mobile app, you can stay connected to the financial markets 24 hours a day, wherever you are, keeping all the essentials right at hand: get price quotes, charts, news, market trends, alerts and much more. (This service is not available in the US, UK, and Ireland)
SIX iD comes with an elegant design and an intuitive user interface that facilitates efficient workflows. Its independent windows can be spread across several screens. This means that you can design your own personal workspace in harmony with your daily work-flows.
The whitepaper "Future of Wealth Management: Harvesting the Power of Data and Technology", a joint project of SIX and the Lucerne University of Applied Sciences and Arts (HSLU), answers the question of how the industry should position itself to ensure its future competitiveness. This three part study serves the industry by exploring ongoing changes and identifying potential implications for the future of wealth management.
As a financial advisor, you need to be able to rely on prime datasets that provide a competitive edge for your client’s portfolio. With these datasets, you offer clients quick and informed guidance on ad hoc questions:
Make better-informed decisions, faster with SIX iD, a powerful and intuitive display that ensures you have a clear view of all the data, news and analyses you need.
For detailed information, download our brochure on the challenges and solutions of wealth management.