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Wealth management platform

Refinitiv Eikon – wealth management

Satisfy the workflow needs of wealth managers with Eikon's real-time, cross-asset data and news, analytic capabilities, applications, and wealth management reporting tools.

Grow trading volume and increase margins

Visualize information, implement optimal portfolio strategies, and transform how you see opportunities with a customized suite of performance analytics, screening, and charting tools. For example, you can receive broker statistics and interactive maps to support critical functions across research, portfolio construction, and monitoring. 

Screenshot displaying Vodafone Group PLC financIal chart

The Financial Charting app is a customized suite of performance analytics, screening, and charting tools

screenshot of Eikon wealth management dashboard showing oil portfolio

Enable rapid development and streamline workflow and application architecture via App Studio

Simplify your workflow and enhance connectivity

View research and investment ideas more easily with information brought together onto a single platform. With Refinitiv Messenger and App Studio, your investment teams can generate and distribute investment ideas, research, and strategy - all connected to live data, charts, and analytics via our highly secure network.

Find ways to be even more productive

Improve the efficiency and responsiveness of wealth managers. Eikon enables you to analyze and present content in Excel and other Microsoft Office products. With Eikon’s mobile app, you can access information when and where you want.

screenshot of Eikon Mobile app

Stay informed with real-time access to market moving events via mobile capabilities 

Screenshot showing cumulative and calendar year performance percentage

The Quantitative Analysis view on Eikon provides in-depth information about a fund performance

Providing the soundest investment advice

Stay ahead of global markets and world events to bring actionable insights to your clients with our cross-asset class content, breaking news, and continuously updated information. Eikon is an open platform so your firm can access our data and news, and also our vast third-party content, all in one place.