1. Home
  2. Wealth management
  3. Advisor workflow

Wealth management

Advisor tools

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

Putting clients first with advanced advisor tools

Rapid advances in technology and digitalization are forcing wealth managers to rethink their business strategy, client engagement models and how to effectively demonstrate their value to clients.  

More than ever, financial advisors need to be proactive in engaging clients, ensuring they deliver timely and relevant insights, at any time, from anywhere. Refinitiv provides the digital tools and solutions to help improve efficiency, effectiveness and create a seamless digital experience. 

How we help

Providing a more relevant and client-centric experience

Gain access to all the data, news and research you need in one view

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.

Simplify and streamline your workflow activities for accelerated growth

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.

Operate with flexible and client-centric technology 

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.


What you get with our advisor tools

Stay in the know

With industry leading local and global news coverage from Reuters and 10,500 other sources

Increase client engagement

With alerts, customized reporting and enhanced portfolio analytics for deeper insight

Streamline your workflow

From client acquisition to retention, with tailored digital tools for greater efficiency

News and insights

Discover our latest thinking


The future of wealth management

Uncover key trends and differentiators affecting wealth managers around the world

A lady playing with her phone
Contact our specialists to find the right solution for you