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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

Digital transformation is crucial in providing an outstanding investor experience. 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.

Bringing trusted and accurate expertise

We provide unrivalled data coverage and workflow-centric solutions dedicated to the wealth management community, with 700+ Refinitiv employees dedicated to wealth management, 30+ years of experience and 50+ global partners.

2,000

Firms being served globally
180k

desktop users globally
600+

clients using our digital solutions for web portals and mobile apps
40bn

market data updates delivered every day

Refinitiv Workspace for Wealth Advisors

Where you know first, so you can act first – work faster, better and smarter at home or in the office.

Stay up to date from anywhere, on any device

The fast and light web technology allows for quick and secure access from anywhere and seamlessly syncs across desktop, web, mobile and tablet.

Workspace for Wealth Advisors - mobile view

Ensure you have the latest insights for your clients

With advanced portfolio analytics, monitor all your client portfolios intraday, instantly find relevant insights and track performance, while making adjustments in real-time.

Monitor client portfolios in Workspace

Differentiate your advice with alternative data

With data sets such as ESG and market sentiment, we help you improve client engagement, provide differentiated advice and deliver greater value to your clients.

Workspace for Wealth Advisors - ESG screenshot

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.

White paper

Sound and Fury: 2020 Crypto Tax Update

Take a deeper look into the year in Crypto Tax and what your organization needs to be aware of when the IRS provides final guidance on Crypto taxation.

On-demand 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.

Digital Solutions - Let us help you build a financial data ecosystem

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Refinitiv for Wealth - The Power to Accelerate Growth

ESG investing for wealth management

How can wealth managers integrate ESG into investment strategies? And what are the key opportunities and challenges in ESG investing?

September 09, 2020

Inspiring new ideas in wealth management

COVID-19 has created significant market volatility, which can create challenges in wealth management. How can analytics and data help?

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?

We are leading the way

Refinitiv wealth management brings enhanced scale to AssetMark’s platform for financial advisors

New collaboration through Refinitiv BETA platform supports evolving needs of financial advisors and their investors.

September 21, 2020

Refinitiv acquires Advisor Software Inc.

Refinitiv today announced the acquisition of strategic assets from Advisor Software Inc. (ASI), adding key digital functionalities to Refinitiv’s Wealth Management offering including enhanced digital advice capabilities and digital portfolio analysis.

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.

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

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