Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention.

Refinitiv Digital Investor delivers a unified view of the investor’s assets across client account types, with built-in connectivity to all major US back-office and clearing firm platforms.

Our solutions empower firms with faster time to market for digital properties while offering a flexible framework consisting of web-based components, pre-built pages, APIs, and mobile apps that can be precisely configured for your clients. Our developer toolkit provides an additional level of control for in-house teams to design new and enhanced digital solutions.