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Wealth management

Advisor Solutions

Discover the data, technology and digital tools we provide to help wealth advisors improve efficiency and deliver tailored advice to each client.

Get closer to your clients with our next generation advisor tools

Rapid advances in technology and digitalisation are forcing wealth managers to rethink their business strategy, client engagement models and how to effectively demonstrate their value to clients.

Wealth advisors need to proactively engage with clients and ensure they are delivering a personalised service. Refinitiv's customisable and intuitive advisor solutions seamlessly integrate our market-leading news, content, and analytics with your proprietary and client data to uncover personalised insights for each client, driving loyalty and value.

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 for Wealth Advisors

A powerful, smart and customer-centric solution designed specifically for wealth managers

How we help

Providing a more relevant and client-centric experience

Gain access to data, news and research in one view

With our market-leading data, global third-party content, exclusive Reuters news and continuously updated information, advisors can stay up to date with world markets and uncover new opportunities, bringing actionable insights to every conversation and recommendation.

Simplify and streamline processes for accelerated growth

Our advanced analytic capabilities, applications and reporting tools help to streamline processes and improve productivity so advisors can spend more time where it matters most, with clients.

Operate with flexible and client-centric technology 

Our open technology enables interoperability and scalability while providing flexible frameworks and capabilities to help customise experiences for your advisors and clients.

Benefits

What you get with our advisor solutions

Actionable Insights

Our market-leading data, analytics and applications help advisors take action and deliver greater value to clients

Increased client engagement

With alerts, customised reporting and enhanced portfolio analytics, advisors can engage clients with relevant and timely information

Improved productivity

With tailored digital tools and applications, improve advisor efficiency from client acquisition to retention

Wealth management insights

Gain leading industry insights fuelled by our access to best-in-class data and human expertise. Our blogs, videos, special reports, research, and thought leadership detail how to best navigate through the fast-evolving wealth management landscape.