An LSEG Business




Market-leading Wealth Management
Solutions









Market-leading data, enhanced digital tools and actionable insights drive confident decision making for wealth advisors and investors alike. Create valuable and personalised experiences with our innovative suite of wealth solutions.


Discover our Wealth Management Solutions


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.

  

  





PERSONALISED INVESTOR EXPERIENCES


Getting personal: How wealth firms can attract and retain the modern investor

Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.




How our wealth solutions can support you


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












  
Data driving confident investment decisions on-demand webinar

Having a compelling digital offering is now critical for the wealth management industry, but what does this mean for wealth managers today when considering the demands of the modern day investor?

Watch the on-demand  webinar as Charles, Kathryn and William engage on the online wealth management industry today, exploring and investigating what innovations and trends are likely to make a long-lasting impact on supporting more confident investing, driving elevated and profitable investment strategies.




Explore our wealth management solutions
  
Advisor Solutions

Discover the data, technology and digital tools we provide to help wealth advisors improve efficiency and deliver tailored advice to each client. 

Investor Solutions

Our flexible and intuitive digital solutions provide investors with the insights and tools to invest with confidence and maximise their financial wellness.

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

3 Times Square, New York, NY 10036