- 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.
Explore our wealth management solutions
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.
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).
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.
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.
Bringing trusted and accurate expertise
2,000Firms being served globally
700+Refinitiv employees dedicated to wealth management
1bn+Monthly hits in data feeds
Our expertise on wealth management
Access and download our latest special reports and white papers covering wealth management.
Putting the hammer down: Accelerate your digital transformation
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.
Refinitiv for Wealth - The Power to Accelerate Growth
We are leading the way
Refinitiv appoints head of digital solutions for wealth management
To ensure you benefit from the latest thinking and technology, our partner marketplace provides seamless access to trusted content, powerful innovation, and new opportunities.
We're here for you
Have questions? We're here to help. Talk to a real person and get the answers that matter most.