Refinitiv launches platform for wealth management firms and their active trader customers

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Wealth management

Refinitiv has launched Refinitiv Active Investor for wealth managers and their customers.  

Active Investor provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.  

The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience. Against a backdrop of substantial intergenerational wealth transfer, vast quantities of data are increasingly available to investors. This has led to enormous growth in the self-directed market, and a new generation of active investors who have an urgent need for leading-edge tools and reliable data to help them manage their portfolios.

Active Investor addresses this challenge by offering features that are built with HTML5 technology to allow for a responsive design and seamless integration into one’s current experiences and apps. The solution provides enhanced flexibility, streaming content, advanced charting and analytics tools, and a ‘plug and play’ range of components, data and functionality. It can also integrate into the wealth firm’s existing order management system for efficient trade execution. Users can define the layout, capabilities and content based on a workflow that meets their style and preferences, creating a truly personalised and compelling investing experience.
 
Sabrina Bailey, Global Head of Wealth Management at Refinitiv, says: “In the future, we believe that wealth management firms will need to be able to meet customers at any point along their investing journey – from full service to self-service. The launch of Active Investor expands the toolset for wealth firms looking to connect with self-directed clients in a powerful and personalised way.”
 
Charles Smith, Head of Digital Solutions, Wealth at Refinitiv, says: “Wealth firms are focused on building personalised experiences to cater to different investor profiles. With Active Investor, we are offering a solution to help firms deliver a compelling experience to investors who require a complete self-directed platform that has market leading data, insights and all the tools active investors need.”
 
William Trout, Director of Wealth Management, Javelin Strategy & Research, says: “Sophisticated analytics, personalised content and an easy-to-navigate interface form the centerpiece of a modern digital proposition. Younger and active traders constitute a particularly demanding population. The Refinitiv Active Investor platform provides firms a robust and customisable means of serving the next-generation investors driving the growth of the wealth management market.”
 
As with all Refinitiv wealth management solutions, Active Investor offers: a holistic source of news, events and commentary, access to leading valuation content and advanced analytics, macroeconomic and market data insights, along with benefit from a wide range of data and content including alternative data, and pricing and reference data.