Refinitiv Workspace for Wealth Advisors
Complimentary advisor tools to support your clients through COVID-19.
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As the world faces the new realities of the COVID-19 pandemic, Refinitiv is committed to helping you serve your clients during this time of heightened market volatility.
Whether at the office or working remotely.
Get in touch today to benefit from a free trial of our new flagship workflow solution, Refinitiv Workspace for Wealth Advisors. This offering provides market-leading news, research, data, analytics – and can be accessed on any device, so you can quickly and efficiently respond to clients.
If you’re a current customer, contact your account representative and find out more about what we can do to assist you.
Benefits:
- Stay connected and informed on the latest market developments
- Access market-leading research and analytics
- Quickly respond to client inquiries and help them navigate through market volatility
- Receive newsletters for summaries on market open and close
- Upload client portfolios and monitor security level developments
- Stay informed on changes to security ratings and developments
- View comparison charts of other pandemic events and impact on the market
Stay up to date with the recently launched COVID-19 app
Keep track of vital market-moving headlines. Access the latest developments and impacts on the financial and commodity markets (global and local).
Monitor the biggest movers of the S&P/TSX Equity Index
See which brokers have issued downgrades/upgrades in the past 24 hours, along with news sentiment and financial highlights.
Ensure you have the latest information at your fingertips
Monitor all your client portfolios intraday and track their performance since the outbreak of COVID-19. Use the analysis to make adjustments to your clients’ portfolios in real-time.
Request your complimentary access.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
Refinitiv
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