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 learn more about 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.
The new flagship workflow solution for wealth advisors
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.
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
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180 014 410 639 (PLDT)
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Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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