Refinitiv, a London Stock Exchange Group business, today announced the launch of 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, said:
“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.”
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.
Refinitiv Active Investor is a scalable market data and trading platform, offering a truly integrated experience for active investors who rely on detailed, accurate and timely information and insights. 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 acquisitions such as Scivantage and the launch of Refinitiv Digital Investor.
