The Gold Standard of Wealth Management

Investor expectations are radically different since the start of COVID-19 and the growing need for data, analytics and enhanced digital capabilities will have far reaching consequences.

With market volatility and accelerated digital transformation, wealth firms are under pressure to meet new expectations and provide a digital experience that helps investors and clients make sense of fast-moving markets.

A new Refinitiv survey of over 1000 self-directed and advisory clients uncovers the gaps and opportunities around the data, digital capabilities and insights they receive from wealth firms. Based on the survey findings we have created two global reports which explore critical areas for investors and wealth firms, namely Data and Digital Capabilities.  

Redefining Investor Data Needs

Download the report now to discover what the changing data demands of investors mean for wealth providers that want to remain relevant and stay ahead of changing expectations.

The Race for Digital Differentiation

Download the report now to discover how accelerated digital transformation has opened new opportunities for wealth firms and what investors expect from their online experience.

Refinitiv Workspace for Wealth Advisors

Where you know first, so you can act first.

Experience a highly customisable, client-centric solution tailored specifically to wealth advisors, designed to provide an efficient workflow and better insights on demand. Where you know first, so you can act first – work faster, better and smarter at home or in the office.