Solution introduction
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
In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients.
Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready.
Our new flagship solution is built on an open platform, with cutting edge technology that is fast and light, so innovative apps and content can all come together, helping you deliver expert advice.
