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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. 

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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.  

  • 90%
    of wealth manager have recently reviewed and revised their client segmentation models in favor of a tailored, persona-based approach
  • 95%
    of affluent millennial investors said they preferred to make investments that had a positive effect on the environment
  • 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.

Refinitiv Workspace for Wealth Advisers screenshot with customised graphic backdrop

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.

Refinitiv Workspace for Wealth Advisers screenshot with customised graphic backdrop

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.

Refinitiv Workspace for Wealth Advisors screenshot with customised graphic backdrop

House Views and Market Insights for streamlined distribution of information

Refinitiv Wealth Practice 360

Deliver a single view of an advisors book of business, providing an efficient workflow and better insights on demand.

In order to deliver the relevant, timely and personalised advice clients need, Wealth firms need to connect the different tools and systems advisors use to create efficient, integrated workflows. However, many wealth firms struggle with disparate data sources and lack of system integration, hindering the advisor’s ability to engage clients and deliver value.

Our Wealth Practice 360 capability is designed to increase advisor efficiency and improve the client experience through a sophisticated set of services to aggregate client information and market data with all internal and third-party applications, including back office systems, CRM, financial planning tools, held away assets, and social media activity.

Delivering truly personalised advice sits at the core of what advisors do. With the launch of Refinitiv Practice 360 Views, we are helping advisors by providing a single view of an account which improves their efficiency and ultimately the client experience.
Christopher Sparke

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
Screenshot of Workspace for Wealth Advisors
Workspace technical specifications and installation instructions

Refinitiv Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.

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All countries (toll free): +1 800 427 7570
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Europe, Middle East, Africa
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180 014 410 639 (PLDT)
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+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576


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