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Digital wealth management

Refinitiv Digital Investor

Advance your digital transformation by creating a compelling experience for investors.  

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Deliver the unified digital experience your clients are looking for 

Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention.

Refinitiv Digital Investor delivers a unified view of the investor’s assets across client account types, with built-in connectivity to all major US back-office and clearing firm platforms.

Our solutions empower firms with faster time to market for digital properties while offering a flexible framework consisting of web-based components, pre-built pages, APIs, mobile apps, and collaboration tools such as video, co-browsing and secure chat that can be precisely configured for your clients. Our developer toolkit provides an additional level of control for in-house teams to design new and enhanced digital solutions.

Trade widget display using Refinitiv Digital Investor

Deliver personalized client experiences

Why you should be thinking about a digital transformation

  • 74%
    increase in AUM seen by financial advisors who incorporated digital tools into their practice
  • 51%
    of advised clients will prefer to interact with their advisors via mobile devices in 2021
  • $68tr
    Wealth expected to transfer to millennials over the next 25 years

Source: Reimagining Wealth Management for the Digital Age Report, Accenture
2019 Global Wealth Management Research Report, EY

Features & benefits

What you get with Digital Investor

Compelling experience for investors

Benefit from modern and intuitive digital client experiences that align with your client segmentation and solution offerings.

Personal insights and views

Engage investors by combining client holdings and activity with market data and analytics to deliver a more personalized experience.

Accelerated in-house development of new digital experiences

Speed up time to market while lowering development cost using our developer toolkit.

Our solution

Drive personalized digital experiences to engage clients and increase AUM

Digital Investor is a highly flexible solution which provides engaging and personalized client experiences across the full spectrum of your clients.  Our core offering delivers a sophisticated client experience throughout the client relationship lifecycle including, onboarding, investment selection and research, account management, trading and money movement, all of which can be styled and branded to enhance and promote your firm’s brand identity.

Our platform enables your firm to integrate segmentation and target specific products and promotions to distinct client segments providing a personalized experience.

Client performance dashboard using Digital Investor

Client portfolio performance dashboard

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