Refinitiv Workspace for Wealth Advisors
Experience a highly customisable, client-centric workflow solution that integrates Refinitiv data, third-party content and your own proprietary data to enable a unique, efficient advisor workflow and better insights on demand.
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients.
Designed to meet these challenges head-on, Refinitiv Workspace for Wealth Advisors helps provide more personalized advice and saves time in engaging with clients and managing their investments more efficiently. Refinitiv workspace is built on an open platform, so innovative apps and content can all come together for a best-of-breed advisor experience.
90%of wealth manager have recently reviewed and revised their client segmentation models in favor of a tailored, persona-based approach
95%of affluent millennial investors said they preferred to make investments that had a positive effect on the environment
68%of advisors said keeping up with new technology is their top challenge
Features and benefits
What you get with Refinitiv Workspace for Wealth Advisors
Enable true client-centricity, achieve greater relevance
Boost client satisfaction by quickly analyzing multi-asset portfolios to pinpoint sources of performance, engage with clients and demonstrate value. Our advanced Portfolio Analytics provides a range of tools and information to deliver comprehensive, real-time client-centric portfolio views to achieve a deep understanding of asset allocation, historical return attribution and financial risk.
Meet changing client demand, deliver actionable insights
Address investors' desire for greater engagement and transparency - and demonstrate the value of your advice. Access market-leading data and trusted news and differentiate through ESG-based portfolio recommendations and alternative data.
Simplify the advisor experience, deliver greater efficiency
Boost productivity and help retain talent by spending less time searching for content and insights and more time building your relationships and growing assets. Share proprietary investment information more efficiently, get instant access to content on a light and nimble architecture with powerful interoperability features.
Shining a light on wealth management
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Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: 001 803 065 067
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei +603 7 724 0502
New Zealand +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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