Refinitiv Workspace for Wealth Advisors

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Overview

Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies.

This next-generation wealth solution helps wealth professionals provide more personalized advice and saves time in engaging with clients by managing their investments more efficiently. This client-centric solution enables firms to attain integration and interoperability, critical for simplifying the advisor experience for optimal efficiency and results. Workspace is built on an open platform, so innovative apps and content can all come together for a best-of-breed advisor experience.

Available on mobile, Web and desktop, the platform brings together our capabilities to support the full workflow of wealth management professionals.

Key Features

Analyze portfolios and gain insights: Quickly upload a client’s portfolio to analyze their multi-assetclass portfolios including top holdings, exposures and weights, top and bottom performers, financial ratios for equities and key characteristics for bonds. We provide fund and multi-asset instrument-screening tools that deliver the insights you need to support recommendations while offering personalized advice.

Demonstrate how advisor recommendations have delivered returns: Our portfolio analytics support cross-asset attribution, contribution, performance and risk analysis – allowing you to identify primary drivers of absolute and relative performance at a sector and security level. Create customized reports by integrating proprietary data and classification schemes or monitor the intraday performance of these portfolios to see what is driving performance in real time.

Share proprietary investment information more efficiently: Bring disparate information sources such as cross-asset investment recommendations, proprietary or third-party research together in one place using our House Views & Market Insights capability. This feature provides a secure proprietary investment information distribution channel, improving the overall advisory process.

Light and nimble architecture: Our web-based, zero-footprint solution offers a light HTML5 framework that can be seamlessly installed on Windows or Mac-OS – offering intuitive and streamlined navigation in a browser-like environment. Powerful inter-operability features: Our flexible framework allows for seamless integration of these applications in multiple ways. The Side by Side Integration API dynamically connects Refinitiv with your proprietary or third-party sources, creating a single connected workflow across all applications.

Access market-leading data and trusted news: From leading market data and pricing, company fundamentals,estimates to in-depth information on fund products, you can get all of these from Refinitiv. Access to Reuters domestic news in local languages is also included – keeping you informed of developments in local markets and at small-cap companies.

Differentiate through ESG-based portfolio recommendations and alternative data: Use our industry-leading environmental, social and governance (ESG) data to meet the growing demand for sustainable investing. We provide standardized ESG data points and standardized analytics for nearly 70% of global market cap across all three ESG pillars. Access alternative data sources such as our proprietary Refinitiv StarMine model to quantitatively assess a company through its price momentum, analyst sentiment, and relative and intrinsic valuation.

Refinitiv Workspace for Wealth advisors can transform productivity and effectiveness. If you have any questions or want to learn more about how it can support your practice, contact your representative or visit https://refini.tv/3jX621D.

Key Benefits

  • Address investors’ desire for greater engagement and transparency – and demonstrate the value of your advice.
  • Boost client satisfaction with asset allocation tools that help to optimize asset selection, and portfolio analytics that highlight performance across all holdings.
  • Boost productivity and help retain talent by spending less time searching for content and insights,and more time building your relationships and growing assets.
  • Access robust core market data
  • Increase advisor productivity
  • Enable advisors to generate actionable investment ideas
  • Enhance customer experience to retain, grow and attract clients
  • Improve enterprise cost efficiency and time-to-market
  • Increase compliance and build trust with clients
  • Improve communication and information flow with seamless connectivity