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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 advisors to get there quicker.

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Advisor workflow

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

Digital wealth management

An outstanding investor experience is every firm’s goal. Our digital wealth 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.

Securities processing and tax reporting

Serving the unique needs of retail and institutional brokerage businesses, we provide a flexible suite of securities processing and tax reporting tools that optimizes your capabilities and seamlessly integrates with your current operations.

Refinitiv Workspace for Wealth Advisors

Get in touch today to benefit from 60-days of complimentary access to our flagship workflow solution, to support your clients through COVID-19.

Stay up to date with the recently launched COVID-19 app

Keep track of vital market-moving headlines. Access the latest developments and impacts on the financial and commodity markets (global and local).

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Monitor the biggest movers of the S&P/TSX Equity Index

See which brokers have issued downgrades/upgrades in the past 24 hours, along with news sentiment and financial highlights.

Monitor the biggest market movers using Workspace

Ensure you have the latest information at your fingertips

Monitor all your client portfolios intraday and track their performance since the outbreak of COVID-19. Use the analysis to make adjustments to your clients’ portfolios in real-time.

Monitor client portfolios in Workspace

Bringing trusted and accurate expertise

2,000

Firms being served globally
700+

Refinitiv employees dedicated to wealth management
50+

Global partners
1bn+

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Our expertise. Your industry.

We equip you with the content, technology and expertise that give you the power to take on regulation and digitalization, and accelerate growth. Gain expert insights via our Perspectives blogs, webinars, events and discover wealth management solutions that 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 - The Power to Accelerate Growth

Webinar series

Moving beyond turbulence

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Wealth Management trends

The Transformation of Wealth Management: Five trends for 2020 and beyond

Access the report

COVID-19: Critical tools for wealth managers

Wealth managers are under pressure from COVID-19 and market volatility. How are digital tools helping their decision-making and operational stability?

Consolidated Audit Trail: Challenges & Solutions

Our leading-edge technology, reliable data and trusted human expertise uniquely positions us to help you meet the new regulatory requirements of the CAT.

How digitalization is disrupting wealth management

Digital adoption has changed role of financial advisors. What is current state of wealth management digitalization and how can it improve client engagement?

We are leading the way

Refinitiv appoints head of digital solutions for wealth management

Refinitiv today announced the appointment of Charles Smith as head of Digital Solutions, Wealth Management. In this role Mr. Smith will lead Refinitiv’s global digital wealth management solutions and will be responsible for its strategic direction and impact.

Refinitiv acquires Scivantage

Acquisition of Scivantage’s Wealthsqope and Maxit E2E solutions strengthens Refinitiv’s relationship with broker dealers, prime brokerage, clearing firms & bank-brokerage firms. Refinitiv customers to benefit from full front-to-back office technology solutions.

Refinitiv equips wealth managers with quantitative behavioral economics tool

New alternative data set MarketPsych Indices, first of its kind, provides unparalleled insight. Cloud-based tool via direct feed to brokerages, investment advisers, wealth managers and their clients.

September 25, 2019

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