Pipeline Management
A solution that helps you keep track potential investors and opportunities across every point of contact.
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Wealth Solutions
Bringing trusted and accurate expertise
Empower your portfolio and relationship managers with the latest in wealth management and modern cloud technology.
Explore our wealth management solutions
Better informed decisions, timely communication, and relevant insights – the keys to strong investor relationships. Our innovative tools and solutions empower your advisors to get there quicker.
If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider
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Advisor tools
Rapid advances in technology and digitalization are forcing wealth managers to rethink their business strategy, client engagement models and how to effectively demonstrate their value to clients. More than ever, financial advisors need to be proactive in engaging clients, and ensure they deliver timely and relevant insights, from anywhere, at any time. Refinitiv provides the insights and digital tools to drive advisor productivity while keeping clients front and center.
Digital wealth management
Digital transformation is crucial in providing an outstanding investor experience.Our digital solutions include industry-leading data, widget capabilities, and APIs, to help you transform how investors engage with their investments in a modern, digital experience-whether through an advisor or directly .
Securities processing and tax reporting
Serving the unique needs of retail and institutional brokerage businesses, we provide a flexible suite of securities processing and tax reporting tools that optimizes your capabilities and seamlessly integrates with your current operations .
