LSEG Client Portal
The LSEG Client Portal is the information platform for private end clients to view their own portfolios and investment decisions of their advisor.
The Client Portal enables investors to assess their accounts from both a high level macro perspective, as well as an individual constituent level perspective. Understand the structure of a portfolio with simple visualization breakdown across investment types, currencies, sectors and countries.
The market data solution built for your client
- Market overview pages for various markets and instrument types.
- Instrument detail pages including UBS research content for equities, ETFs, mutual funds, and indices.
- A watchlist module that additionally offers custom lists via an external API.
- News and IPO overview pages.
- Reporting and authorization functionalities
- A portfolio tracker that enables the user to manage and analyze multiple portfolios.
- Email alerting on user portfolios.
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