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Wealth management

Market-leading data, enhanced digital tools and actionable insights drive confident decision making for wealth advisors and investors alike. Create valuable and personalised experiences with our innovative suite of wealth solutions.

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  1. Solutions
  2. Customer testimonies
  3. Insights
  4. Press releases
  5. Partners

Explore our wealth management solutions

Advisor Solutions

Discover the insights, digital tools and capabilities that can power wealth advisors to be more informed, efficient and client ready.

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Investor Solutions

Access data, analytics and digital capabilities to create a personalised experience and empower investors to make decisions with confidence.

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Securities Processing and Tax Reporting Solutions

Automate processes, mitigate risks and reduce operational costs with a flexible suite of securities processing and tax reporting tools.

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Personalised investor experiences

Getting personal: How wealth firms can attract and retain the modern investor

Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.

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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
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Wealth management insights

Gain leading industry insights fueled by our access to best-in-class data and human expertise. Our blogs, videos, special reports, research, and thought leadership detail how to best navigate through the fast-evolving wealth management landscape.

Discover all our wealth management insights

Press Releases

We are leading the way

Refinitiv launches Wealth Practice 360 providing wealth management firms and advisors with an integrated view of their book of business

Solution creates a 360 view of the advisor’s business by connecting internal and third-party applications with market data, client data and analytics.

Refinitiv and Vestorly team up to deliver enhanced AI-driven digital marketing tools to wealth management providers

Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors.

Getting Personal: How wealth firms can attract and retain the modern investor

Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.
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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. 

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