Contact a Specialist

Create innovative, tailored customer experiences

In today’s rapidly evolving markets — where change is the only constant and uncertainty abounds like never before — private banks need a technology partner that can help them thrive in the new era of more responsive, personalized digital wealth management.

Here, you’ll discover a suite of solutions for private banks that delivers the power of all-in-one integration, combining efficiency and productivity to enrich your specialized service offerings and empower you to provide your clients with the kind of ultra-customized experience that makes you stand out.

Investment advisory

Rich data sets are the backbone of robust, personalized service offerings. With Bloomberg, you can unravel complexity and extract value from a wide range of data types across multiple asset classes to provide a truly differentiated customer experience.

Supercharge your idea generation
Build, test and share investment ideas in an interactive Python environment, then feed them into third-party applications to share with a wider audience.

Navigate the complex investment landscape
Connect with Bloomberg Intelligence and Bloomberg Economics proprietary research and industry analysis for independent perspectives that provide interactive data and research across industries, markets and economies, plus insights into company fundamentals.

How we help our clients

BQuant Desktop Offerings
Bloomberg Intelligence

Stay current on Bloomberg's investment technology solutions.

Robust portfolio analysis

Gain unmatched transparency into positions to create and execute investment strategies that optimize your portfolio and set you apart from your peers.

Stay ahead of the market
Access global, multi-asset solutions that allow your discretionary portfolio desk to act quickly. Grow assets on existing investments and quickly expand into new asset classes, markets or investment styles without disruption.

Harness scalable asset management tech
Empower agile decision-making that reacts to every market change. Easily rebalance across portfolios and perform robust pre-trade compliance checks, all fully integrated with your existing workflow.

How we help our clients

Research

Data & analytics

In today’s complex and increasingly regulated financial markets, accurate, independent and transparent pricing is essential. Empower your users with a vast universe of evaluated and non-evaluated pricing.

Get complete coverage across asset classes
Access market data for financial assets, including equities, fixed income securities, foreign exchange, funds, indices, commodities, and exchange-traded and OTC derivatives.

Fuel rapid, accurate decision-making via API
Enhance your turnaround time for clients with real-time integration and data synchronization via the Trade Order Management Solutions (TOMS) API, and programmatic access to pricing and risk infrastructure through the Multi-Asset Risk System (MARS) API, which delivers Bloomberg’s unique real-time market, historical, and key reference data, as well as calculation engine capabilities when using proprietary and third-party applications.

How we help our clients

Pricing Data
MARS API

Order & execution management

Fueled by market-leading data, our modular OMS offerings are all hosted and fully integrated within the Bloomberg ecosystem. Access fragmented pools of liquidity, deploy request for quotes, and perform predictive analytics and transaction cost analysis — alongside an efficient, intuitive trading platform.

Automate your trading workflow
Manage equities, fixed income, foreign exchange and multi-asset trades from a single, customizable workspace powered by automated electronic trading system feeds. Streamline low-touch orders via full integration with your in-house systems.

Connect to deep liquidity pools
Access an unrivalled community of institutional banks and other key market players for greater liquidity, with the ability to directly connect your own in-house systems to our wide network of liquidity venues.

How we help our clients

TOMS
Automation

Risk & regulation

Manage risk rather than react to it with comprehensive integrated risk oversight tools that enable you to take fast, informed action to maximize opportunities and mitigate risks. And make your reporting processes more robust and systematic while taking control of your reporting quality.

Access comprehensive analytics and reporting
From the chief risk officer to the risk analyst, everything you need for internal risk management, management reporting, investor reporting and regulatory compliance.

Identify, assess and manage credit risk
Market data, market and fundamental analytics, extensive credit analytics, multiple scenario-analysis capabilities and streamlined workflow solutions — everything you need to actively monitor and manage credit risks.

Enhance your compliance monitoring
Integrated surveillance allows you to conduct pre- and post-trade transaction cost analysis for best-execution monitoring, perform valuations for structured products, and deliver on-time trade and transaction reporting.

How we help our clients

Risk
Compliance

Contact a Specialist

Help us connect you to the right person

If you need login support or technical assistance, please visit our customer support overview page.

Tell us about yourself

Tell us about what you do

Looking for access to the Terminal? Contact a Bloomberg Education Specialist.

By submitting this information, I agree to the privacy policy and to learn more about products and services from Bloomberg.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.