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Wealth management

Better informed decisions, timely communication, and relevant insights – the keys to strong investor relationships. Our innovative tools and solutions empower your advisors to get there quicker.

Bringing trusted and accurate expertise

We provide unrivalled data coverage and workflow-centric solutions dedicated to the wealth management community, with 700+ Refinitiv employees dedicated to wealth management, 30+ years of experience and 50+ global partners.

  • 2,000
    Firms being served globally
  • 180k
    desktop users globally
  • 600+
    clients using our digital solutions for web portals and mobile apps
  • 40bn
    market data updates delivered every day

Refinitiv Workspace for Wealth Advisors

Where you know first, so you can act first – work faster, better and smarter at home or in the office.

Stay up to date from anywhere, on any device

The fast and light web technology allows for quick and secure access from anywhere and seamlessly syncs across desktop, web, mobile and tablet.

Ensure you have the latest insights for your clients

With advanced portfolio analytics, monitor all your client portfolios intraday, instantly find relevant insights and track performance, while making adjustments in real-time.

Monitor client portfolios in Workspace

Differentiate your advice with alternative data

With data sets such as ESG and market sentiment, we help you improve client engagement, provide differentiated advice and deliver greater value to your clients.

Workspace for Wealth Advisors - ESG screenshot


Our expertise on wealth management

Access and download our latest special reports and white papers covering wealth management.

Our expertise. Your industry.

We equip you with the content, technology and expertise that give you the power to take on regulation and digitalization, and accelerate growth. Gain expert insights via our Perspectives blogs, webinars, events and discover wealth management solutions that are built to help firms tackle their biggest challenges to make smarter decisions, engage clients better, and get to market faster.

Refinitiv for Wealth - The Power to Accelerate Growth

Become a partner

To ensure you benefit from the latest thinking and technology, our partner marketplace provides seamless access to trusted content, powerful innovation, and new opportunities.