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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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Explore our wealth management solutions

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 a free trial of 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).

Screenshot of the COVID-19 app dashboard

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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Insights

Our expertise on wealth management

Access and download our latest special reports and white papers covering wealth management.

White paper

Putting the hammer down: Accelerate your digital transformation

Digital transformation and the buy vs build decision is one that all financial institutions face. Refinitiv explores a new hybrid strategy to lower total cost of ownership, bring digital strategies to market quickly and improve the client experience.

Special report

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

Rapid advances in technology and digitalization are forcing wealth managers to rethink their business, technology, and client engagement models.

Webinar series

Moving beyond turbulence

3-part webcast series to understand industry implications and what tools and capabilities will be essential for wealth managers to navigate through uncertain times and move forward successfully.

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

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 expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor

Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the wealth management industry.

Refinitiv and NRI win FTF award for best new post-trade solution

Refinitiv and Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, were recognized by the 2020 FTF News Technology Innovation Awards for “Best New Post-Trade Solution.”

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.

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