October 22, 2019

Refinitiv strengthens its wealth portal solutions to wealth management firms with addition of widget capabilities

HTML-5 responsive widgets provide wealth managers and their clients with fast and easy digital solutions to customize and deploy Refinitiv content and market data.

New York/London – Refinitiv today continued to double down on its commitment to the wealth management industry with the addition of next-generation digital tools for wealth portals.  The new digital tools deliver a customizable suite of widget capabilities designed to support the experiences of wealth management firms on Refinitiv’s portal. Refinitiv’s data shows that over 50% of wealth managers say providing a more sophisticated digital experience is a challenge for their firm. With this suite of flexible and off-the-shelf widget capabilities, Refinitiv can support wealth firms as they look to build out their professional and client portals and improve their user experience.

Refinitiv’s HTML-5 responsive widgets provide a fast and seamless way for firms to deploy Refinitiv’s content and market data – allowing customers to optimize and customize their digital experiences for end users across devices. Refinitiv’s widget capabilities are designed to maximize the value of Refinitiv’s content and insights, leveraging new features and functionality being delivered via its data platforms. 

Refinitiv will continue to expand the suite of widgets available in the coming year, including the release of a widget displaying new content services such as Environmental, Social & Governance data (ESG). 

The off-the-shelf bespoke widget solutions can support wealth firms looking to build upon their existing portals or develop entirely new experiences. Refinitiv’s widget capabilities are available via white-labelled, stand-alone components that clients can imbed in their existing platforms and experiences or through hosted pages, ready to be deployed.

Christopher Sparke, Global Head of Digital Solutions at Refinitiv, said: “Wealth managers are digitally transforming all aspects of their business and require scalable, open, flexible and unified data-integration solutions in a digital-first environment. As the wealth management industry continues its digital transformation, we at Refinitiv are committed to developing next-generation wealth portal solutions that provide our clients with the data, technology and insight to empower better decisions and user engagement.”

Alois Pirker, Research Director, Aite Group, said: “Wealth management firms are under great pressure to shift away from run-of-the-mill offerings and develop unique experiences for their clients and advisors. Firms that will get this transition right will be better able to articulate the value proposition they offer their clients and at the same time be in a good spot to differentiate from their competition. Refinitiv’s widget capabilities will further allow wealth management firms to respond to the ever-faster changing client needs in an effective manner.”

Refinitiv has a rich history of servicing the wealth management industry from front to back office. Over the last year, the firm has invested heavily in the business and is committed to bringing the most advanced solutions to the market. The ongoing transformation includes building out the firm’s solutions through strategic partnerships, including: SigFig, MarketPsych, Appway, StoneCastle and Sberbank to add Digital Advice Technology, MarketPsych Indices, Automated and Customized Advisory and End-Client Workflows, and Enhanced Cash Management Solutions to clearing and self-clearing broker-dealer clients.  

To learn more about Refinitiv Widgets, visit:  https://www.refinitiv.com/widgets

To learn more about Refinitiv Wealth Management solutions, visit: https://www.refinitiv.com/en/wealth-management.

About Refinitiv

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.


Lemuel Brewster
Senior PR Director
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