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Wealth management
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.
Refinitiv wealth management solutions
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68%of wealth managers say that learning about, and keeping up with, new technology is a top challenge
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69%are concerned about staying relevant to the younger generation of investors
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72%see artificial intelligence as an opportunity
Insights
Shining a light on wealth management
Wealth management solutions
The power to accelerate growth
Automate advisor workflow
Equip your advisors with workflow tools that help them provide a more relevant and responsive investor client experience. Refinitiv delivers 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
An outstanding investor experience is every firm’s goal. Our wealth portal solutions include industry-leading data, widget capabilities, and APIs, to 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
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.
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.
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.
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.
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.
We're here for you
Have questions? We're here to help. Talk to a real person and get the answers that matter most.