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Wealth management

Advisor tools

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

Get closer to your clients with our next generation 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, and ensure they deliver timely and relevant insights, from anywhere, at any time. Refinitiv provides the insights and digital tools to drive advisor productivity while keeping clients front and center.

If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider

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.

Benefits

What you get with our advisor tools

Actionable Insights

Access market leading data and local and global news from over 10,500 sources, including Reuters.

Increase client engagement

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

Drive advisor productivity

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

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Contact our specialists to find the right solution for you