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Refinitiv Workspace for Wealth Advisors

Experience a highly customisable, client-centric solution tailored specifically to wealth advisors, designed to provide an efficient workflow and better insights on demand. Where you know first, so you can act first – work faster, better and smarter at home or in the office. 

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The next generation workflow solution

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 is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready.

Our new flagship solution is built on an open platform, with cutting edge technology that is fast and light, so innovative apps and content can all come together, helping you deliver expert advice.


The advanced workflow solution for wealth advisors

Work faster, better and smarter at home or in the office

Work from anywhere at anytime, as Refinitiv Workspace seamlessly syncs across all your devices, bringing you closer to your clients, building stronger relationships.

Get in touch today to experience the power of Refinitiv Workspace for yourself.  

  • 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.

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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.

Refinitiv Workspace for Wealth Advisers screenshot with customised graphic backdrop

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.

Refinitiv Workspace for Wealth Advisors screenshot with customised graphic backdrop

House Views and Market Insights for streamlined distribution of information

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Workspace technical specifications and installation instructions

Refinitiv Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.

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Call your local sales team

All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404

Europe, Middle East, Africa
Europe: +44 20 7542 9676
Africa: +27 11 775 3188
Russia and CIS: +7 495 961 0100
Middle East & North Africa: +971 4 453 6768

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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