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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.

Complimentary advisor tools to support your clients through COVID-19

As the world faces the new realities of the COVID-19 pandemic, Refinitiv is committed to helping you serve your clients during this time of heightened market volatility. Refinitiv Workspace for Wealth Advisors can be accessed on any device, so you can quickly and efficiently respond to clients - whether at the office or working remotely. 

Get in touch today to benefit from a free trial of our new flagship workflow solution, Refinitiv Workspace for Wealth Advisors. This offering provides market-leading news, research, data, analytics – and can be accessed on any device, so you can quickly and efficiently respond to clients. If you are a current customer, contact your account representative and find out more about what we can do to assist you.

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The new flagship workflow solution for wealth advisors

Useful links

  • 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 & 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.

screenshot of the portfolio analytics summary on Workspace

Portfolio Analytics for quick portfolio views and analysis

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.

ESG data on workspace

The latest environmental, social, and governance 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.

House views and market insights consolidated in one view

House Views and Market Insights for streamlined distribution of information

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