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.
90%of wealth manager have recently reviewed and revised their client segmentation models in favour 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.
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.
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 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.
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
Shining a light on wealth management
Find out more
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Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
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Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
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