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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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  1. Solutions
  2. Workspace
  3. Insights
  4. Press releases
  5. Partners

Explore our wealth management solutions

Advisor tools

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.

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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. 

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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.

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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.

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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.

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

Tokens of Affection and Disaffection : Taxation of Crypto assets

Our 2021 Crypto Tax white paper gives a deeper look into the current state of U.S. crypto taxation and what organizations need to be aware of.

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 gold standard of wealth management: Redefining investor data needs

With the COVID-19 pandemic having an impact on the wealth management industry, a new survey uncovers insights from self-directed and advisory investors on the growing need for data.

Special reports

Advancing the self-directed investor experience

With the COVID-19 pandemic having a profound impact on the wealth management industry, a new survey uncovers key insights from self-directed investors on data, digital capabilities and the online platform experience.

Special reports

Advancing the advisory client experience

With the COVID-19 pandemic having a profound impact on the wealth management industry, a new survey uncovers key insights from advisory clients on data, digital capabilities and the need for advice.

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.

Refinitiv for Wealth - The Power to Accelerate Growth

Digitization & sustainability will help power Canada's recovery | Refinitiv

Tiffany Welch, Head of Canada at Refinitiv, explains how embracing technology and inclusive corporate cultures will help Canada's recovery.

Focusing on U.S. recovery with a stability and innovation mindset | Refinitiv

What do financial firms need to prioritize to gain a competitive advantage as they build a sustainable post-COVID-19 future and stimulate a U.S. recovery?

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?

We are leading the way

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

Refinitiv today announced the launch of its new digital collaboration capability ‘Refinitiv Wealth Connect’, designed to help wealth management firms and their advisors advance with the growing pace of digital transformation.

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.

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.
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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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