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.
The Financial Charting app is a customized suite of performance analytics, screening, and charting tools
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.
Stay informed with real-time access to market moving events via mobile capabilities
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.
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