Question: Can you recommend a platform that provides a one-stop-shop for wealth management, including fund distribution, ESG, data analytics, and compliance?

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Allfunds

If you're looking for a wealth management platform with a broad range of wealth management features, Allfunds is a one-stop-shop. It provides access to the world's largest fund distribution network, trading and execution tools, ESG integration, data analytics and compliance. The platform includes widgets for market trend insights and has integration capabilities for fund distribution and outsourcing solutions for banks and institutional investors.

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Envestnet | Yodlee

Another option is Envestnet | Yodlee, a financial data aggregation platform that taps into more than 17,000 sources. It offers insights into clients' financial lives, AI-powered financial experiences and transaction data enrichment. The platform is designed for retail banking, credit and lending, open banking and wealth management, with a library of customizable financial applications and powerful data analytics.

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LSEG Data & Analytics

LSEG Data & Analytics offers a global market data and analytics platform with real-time data that can be customized with user-defined parameters and workflows that work across different systems. It's built on Microsoft's cloud computing foundation and offers a path to sustainable growth with detailed cross-asset data and Reuters news. That could be useful for wealth advisors, investment bankers and portfolio managers who want to automate some work and free up more time for high-value tasks.

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NAVEX

If you're more focused on governance, risk and compliance, NAVEX offers a single GRC system that powers ethics, compliance, risk and ESG programs. It enables secure collaboration and consolidates disparate data sources into a single view of risk, helping to create a culture of compliance and inform better decision-making. With tools like Compliance Hub and reporting tools, NAVEX offers a comprehensive solution for risk and compliance management.

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