In highly competitive and rapidly changing markets, wealth management firms are under pressure to find new ways to attract, engage, and retain clients.

Join this session to learn about our:

• Advanced analytic capabilities, applications, and reporting tools that can optimize workflow
• Trusted news and market-leading data such as ESG and Refinitiv Lipper
• New flagship solution Refinitiv Workspace for Wealth Advisors, built on an open platform and designed to provide an efficient workflow

An outstanding investor experience is every firm’s goal. Our digital solutions, industry-leading data, and APIs help transform how investors engage with their investments in a modern, digital experience – whether through an advisor or directly.

​Join this session to learn more about how we:

• Create a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor
• Configure our flexible framework consisting of web-based components, pre-built pages, APIs, and mobile apps
• Speed up time to market while lowering development cost using our developer toolkit

Our fully integrated retail and institutional suite connects entire firms, providing all of the workflow tools needed, in a stable and dependable platform. Optimize securities processing capabilities with a comprehensive, flexible suite of solutions that seamlessly integrates with current operations to meet the unique needs of firms.

Join this session to learn:​

• More about Refinitiv BETA securities processing solutions, a single platform for all business models, multiple asset classes, and international securities
• How firms can customize their own rules, all with a clean and simple user experience and intuitive workflows
• How to tailor brokerage processing workflows by leveraging any of our industry-leading partners and connectivity with nearly 300 additional third-party vendors

Operational cost pressures and compliance risks remain top of mind for firms tackling today’s information reporting requirements.

​Join this session to learn:

• More about Refinitiv Maxit, the industry’s only end-to-end tax reporting solution combining cost basis and tax information reporting into a single comprehensive solution
• How firms can deliver a tightly integrated, year-round tax process, allowing for reconciliation and form creation to be available 365 days a year, improving service and reducing the typical year-end surge in operations costs