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Wealth management

Better informed decisions, timely communication, and relevant insights – the keys to strong investor relationships. Our innovative tools and solutions empower your advisers to get there quicker.

Make smarter decisions. Engage clients better.

We equip you with the content, technology and expertise that give you the power to take on regulation and digitalization, and accelerate growth.

Our wealth management solutions are built to help firms tackle their biggest challenges to make smarter decisions, engage clients better, and get to market faster.

Video overview of fintech digital solutions from Refinitiv
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Refinitiv for wealth - for an open and scalable platform, powered with workflow tools rich in content and functionality

  • 68%
    of wealth managers say that learning about, and keeping up with, new technology is a top challenge
  • 69%
    are concerned about staying relevant to the younger generation of investors
  • 72%
    see artificial intelligence as an opportunity

Wealth management solutions

The power to accelerate growth

Automate advisor workflow

Automate advisor workflow wealth management

Equip your advisors with workflow tools that help them provide a more relevant and responsive investor client experience. Thomson ONE and Eikon deliver the tools and solutions to give your advisors the power to be more informed, more efficient, and more engaged with their investor clients.

Enhance the investor experience

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An outstanding investor experience is every firm’s goal. Our Digital Solutions, industry-leading data, and APIs help you transform how investors engage with their investments in a modern, digital experience – whether through an advisor or directly. By enabling today’s investors to stay informed and actively engaged we help you drive longer-term value and growth.

Brokerage processing

Screenshot showing BETA Account Workbook

If you want to enable service and operational efficiencies through automation and provide exceptional customer service while managing expenses, meet BETA. Serving the unique needs of retail and institutional brokerage businesses, BETA provides a flexible suite of brokerage processing tools that optimizes your capabilities and seamlessly integrates with your current operations.

Case Study

A one-stop solution to unleash your productivity

Our new Eikon-based wealth management solution…reduces the amount of time needed for an advisor to look for information and prepare client proposal updates by up to 50%.

Partners

Our partners

To ensure you benefit from the latest thinking and technology, our partner marketplace provides seamless access to trusted content, powerful innovation, and new opportunities. We partner with over 2,000 organizations.

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Financial.com

Get fully integrated trading functionality (HTML5) for web-based platforms. Plus deliver expert advice with Wealth Management Desktops & Solutions (ASP) delivering our content in a workflow driven way.

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LabCi

Give your users tailored web presentations. Together with LabCi, we let you create online solutions using our extensive news and financial content, and easy-to-integrate systems.

 

Microsoft

By delivering QA Direct and Intelligent Tagging via Microsoft Azure we're enhancing data integrity, processing and scalability. We're also making our data available directly in Office 365 for ease of use.

NRI

Get automated settlement and straight-through processing of trades executed across all markets through our partnership with NRI Financial Solutions. Available to BETA customers.

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PriceMetrix

Streamline your processes. Make fully informed and illustrated decisions. We've integrated our Proposal Generation Tool (PropGen) with market reference point FeeCheck™ by PriceMetrix.

Salesforce

Quickly identify customer risk, add audit trail capabilities, integrate workflows and get access on the move with a powerful combination of World-Check and Salesforce.