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Digital wealth management

Refinitiv widget capabilities

Accelerate your digital transformation and create compelling client experiences with the flexibility, control and personalization needed in the digital era of wealth management. 

Create personalized experiences for your clients

Wealth management firms are entering a new phase of digital transformation. Fintechs are bringing new capabilities and approaches, and non-traditional tech competitors have established a higher bar for client expectations. The world is evolving, client experiences and engagement models are changing constantly, and the urgency has never been greater for firms to deliver a compelling digital experience.

Refinitiv’s widget capabilities enable firms to lower their total cost of ownership, bring digital strategies to market quickly and continuously improve the digital client experience. Our HTML5 responsive widgets provide a fast and easy way to customize how firms deploy Refinitiv’s market-leading data and content – allowing them to optimize and accelerate their digital transformation. 

  • 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

Features & benefits

What you get with widget capabilities

Compelling experience for investors

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

Streamlined and flexible technology

Our HTML5 widgets with responsive web-design help reduce infrastructure footprint and make the move to a cloud-based system.

Accelerate in-house development of new digital experiences

Speed up time to market, lower total cost of ownership and continuously improve the digital client experience.

How we help

Providing the data, technology and insights to future-proof your digital journey

Whether delivered to end-client portals or advisor platforms, widget capabilities provide the flexibility, control and personalization needed in the digital era of wealth management.

Available as white-labelled, stand-alone components, you can embed the widgets into your existing pages and experiences or through hosted pages, ready to be deployed.

Simple chart widget


Widgets can be leveraged across browser types and devices, being responsive and flexible for mobile and tablets.

All powered by the Refinitiv Data Platform to help you maximise the value of our content – with a light install and minimum infrastructure.