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 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.
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.
House Views and Market Insights
Streamline the distribution of in-house and external research, convictions lists, and model portfolios.
With research reports, convictions lists, and model portfolios distributed via multiple channels, there is often poor adoption of internal recommendations and suitability guidelines. Productivity and efficiency are also impacted as advisors lose considerable time searching for the latest proprietary information.
Our House Views and Market Insights (HVMI) capability provides a secure content management and distribution channel integrating proprietary investment information with market data and news to streamline the investment recommendation workflow.
With Refinitiv ‘House Views and Market Insights’ (HVMI) Brewin Dolphin has consolidated all research team output to HVMI in a clear and an effective way. This allows investment and relationship managers to have access to all in-house research content through an established and integrated content & research management solution, alongside relevant financial data and news feeds from Refinitiv.
In the media
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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