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Refinitiv Workspace for Wealth Advisors
Experience a highly customisable, client-centric solution tailored specifically to wealth advisors, designed to provide an efficient workflow and better insights on demand. Where you know first, so you can act first – work faster, better and smarter at home or in the office.
The next generation workflow solution
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients.
Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready.
Our new flagship solution is built on an open platform, with cutting edge technology that is fast and light, so innovative apps and content can all come together, helping you deliver expert advice.
The advanced workflow solution for wealth advisors
Work faster, better and smarter at home or in the office
Work from anywhere at anytime, as Refinitiv Workspace seamlessly syncs across all your devices, bringing you closer to your clients, building stronger relationships.
Get in touch today to experience the power of Refinitiv Workspace for yourself.
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90%of wealth manager have recently reviewed and revised their client segmentation models in favour of a tailored, persona-based approach
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95%of affluent millennial investors said they preferred to make investments that had a positive effect on the environment
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68%of advisors said keeping up with new technology is their top challenge
Features & benefits
What you get with Refinitiv Workspace for Wealth Advisors
Enable true client-centricity, achieve greater relevance
Boost client satisfaction by quickly analyzing multi-asset portfolios to pinpoint sources of performance, engage with clients and demonstrate value. Our advanced Portfolio Analytics provides a range of tools and information to deliver comprehensive, real-time client-centric portfolio views to achieve a deep understanding of asset allocation, historical return attribution and financial risk.
Portfolio Analytics for quick portfolio views and analysis
Meet changing client demand, deliver actionable insights
Address investors' desire for greater engagement and transparency - and demonstrate the value of your advice. Access market-leading data and trusted news and differentiate through ESG-based portfolio recommendations and alternative data.
The latest environmental, social, and governance data
Simplify the advisor experience, deliver greater efficiency
Boost productivity and help retain talent by spending less time searching for content and insights and more time building your relationships and growing assets. Share proprietary investment information more efficiently, get instant access to content on a light and nimble architecture with powerful interoperability features.
House Views and Market Insights for streamlined distribution of information
UBS upgrades data and analytics for advisors with Refinitiv Workspace
If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider
Refinitiv Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.
Insights
Shining a light on wealth management
Request product details
Call your local sales team
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All countries (toll free): +1 800 427 7570
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180 014 410 639 (PLDT)
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+65 6415 5484
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Thailand & Laos: +662 844 9576
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