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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

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
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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