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Wealth management

Advisor workflow solutions

Empower your advisors with the content, technology and expertise to accelerate growth, improve decision-making, deepen client engagement and optimize business performance.

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  1. Overview
  2. How we help
  3. Solutions
  4. News and insights

Automate advisor workflow

Equip your advisors with workflow tools that help them provide a more relevant and responsive client experience. Our Refinitiv wealth solutions are built to help you tackle your biggest challenges and empower you to be more informed, efficient and cater to your clients in a digital-first environment.

How we help

Providing a more relevant and client-centric experience

  1. 1

    With our market-leading data, global third-party content, breaking news, and continuously updated information, you can stay ahead of global markets and world events, bringing intelligence to every conversation and recommendation.

  2. 2

    Our advanced analytic capabilities, applications, and reporting tools can optimize your workflow requirements with seamless dashboards and navigation, enabling instant access to content and features that help boost productivity and increase efficiency. 

  3. 3

    Our open technology enables interoperability and scalability for your organization while providing flexible frameworks and capabilities to help customize experiences for your advisors and clients. 

Solutions

Our Refinitiv Wealth Management Workflow Solutions

Workspace for Wealth Advisors

Experience a highly customizable, client-centric workflow solution that integrates Refinitiv data, third-party content and your own proprietary data to enable a unique, efficient advisor workflow and better insights on demand.

Thomson ONE Wealth

Help your investment management advisors reach their goals with Thomson ONE Wealth solutions. Access all the information and research tools they need to streamline workflows and identify opportunities.

Eikon - wealth management

Eikon is an open platform that can help satisfy the workflow needs of wealth management, with real-time, cross-asset data and news, analytic capabilities and applications.

News and insights

Discover our latest thinking

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Wealth report

The Transformation of Wealth Management: Five trends for 2020 and beyond

Find out more
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The future of wealth management

Uncover key trends and differentiators affecting wealth managers around the world

Refinitiv Perspectives

How digitalization is disrupting wealth management

5 min
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Refinitiv Perspectives

Client-centricity through personalized wealth management

5 min
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Refinitiv Perspectives

How is financial video influencing behavior

6 min
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