- 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
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.
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.
2,000Firms being served globally
180kdesktop users globally
600+clients using our digital solutions for web portals and mobile apps
40bnmarket 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.
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.
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.
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
On-demand webinar series
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
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.