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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.

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).

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+
    Monthly hits in data feeds

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

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Become a partner

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