The gold standard of wealth management: Redefining investor data needs

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

With market volatility and the ongoing uncertainty around the COVID-19 pandemic, wealth firms are under pressure to help 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, insights and value they receive from wealth firms.

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.

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.