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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. Customer testimonies
  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

Customer testimonies

What our customers say about us

If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider.
Bobby Anselmo
Head of Technology, UBS AG Americas

We chose Refinitiv’s solution as its user-friendly interface and actionable insights will allow our client advisors to attract, engage and advise clients as we accelerate the expansion of our franchise across Greater China, Southeast Asia and the Global NRI markets.
Akshay Prasad
Head of Investment Products & Advisory Solutions, International Wealth Management, Nomura

With Refinitiv ‘House Views and Market Insights’ (HVMI) Brewin Dolphin has consolidated all research team output to HVMI in a clear and an effective way. This allows investment and relationship managers to have access to all in-house research content through an established and integrated content & research management solution, alongside relevant financial data and news feeds from Refinitiv.
Marina Chernyshova
Research Director – Governance, Wealth and Investment at Brewin Dolphin Ltd

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 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.

The race for digital differentiation

With the COVID-19 pandemic having a profound impact on the wealth management industry, a new survey uncovers insights from self-directed investors and advisory clients on changing expectations and the need for a personalised digital experience.

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

Why are wealth management clients looking to switch providers?

What does a new Refinitiv report say about wealth management industry opportunities and challenges as it adapts to the digital transformation and COVID-19?

Enhancing wealth management with Refinitiv Wealth Connect | Refinitiv

We are partnering with Glia to launch Refinitiv Wealth Connect with the aim of enhancing investor-advisor collaboration in the wealth management industry.

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.

We are leading the way

Refinitiv Workspace for Wealth Advisors chosen for Nomura’s International Wealth Management business

Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.

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.
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