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Wealth management

Digital wealth solutions

Boost advisor productivity, client centricity, and digital experiences with pre-built or customizable solutions. 

Next-generation digital solutions for advisor and investor needs

Differentiate your business by delivering personalized, high-touch client experiences. Our Digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities.

How we help

What you get with our digital wealth solutions

Unparalleled data, content, and analytics to support advisors and clients

We aim to address evolving investor requirements by equipping you with market-leading content and services. Our advanced analytics, combined with unstructured data solutions, help advisors sort through the noise so that they can quickly uncover relevant and valuable insights.

Flexible and interoperable workflow delivery

Whether through APIs, widgets or hosted digital solutions, we can help your firm customize experiences for your clients. Our modern and flexible frameworks are designed to deliver dynamic, accelerated workflow capabilities to empower your business with optimized efficiency.

Omni-channel, personalized digital capabilities

Our capabilities are designed for redistributing content on browser-based or mobile applications and can be easily integrated into your existing infrastructure. Our mission in today’s digital-first world is to connect advisors and investors digitally through comprehensive and consistent experiences across all channels.

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Refinitiv launches platform for wealth management firms and their active trader customers

Active Investor, the newly launched platform, provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.

Our data

Wealth Management trends

  • 72%
    of wealth managers see artificial intelligence as an opportunity
  • 57%
    of wealth managers don’t know if clients are satisfied with their digital capabilities
  • 50%
    of wealth managers say providing a more sophisticated digital experience is a challenge for their firm

Solutions

Explore our digital wealth management solutions

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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.

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Office locations

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