- 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
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.
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.
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.
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
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 Workspace for Wealth Advisors chosen for Nomura’s International Wealth Management business
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
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