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Portfolio management solution with market data, analytics, client reporting, and compliance tools. Offers portfolio analysis, risk management, and digital client engagement capabilities for wealth managers.
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
Portfolio management solution implies ability to create and maintain client profiles; client reporting and digital client engagement support this. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
No information available | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
Client segmentation is a standard PMS feature; Refinitiv marketing material states it supports segmentation based on profile, assets, etc. | |
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Contact management System to track all client interactions, communications, and touchpoints |
Client reporting and digital engagement imply tracking interactions and contact information. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
No information available | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
Digital client engagement is mentioned as a product feature. | |
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Client documents repository Secure storage and organization of client documents and contracts |
No information available | |
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Communication preferences Management of client communication preferences and frequency |
No information available | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
No information available | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Analytics and reporting features include tools to identify at-risk clients and support retention. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
Portfolio management solution with analytics/AI implies 'Next best action' and suggestions for engagement. | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Refinitiv supports creation and maintenance of model portfolios. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Portfolio management and asset allocation reported as core functions. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Portfolio rebalancing is a stated feature of the product. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
No information available | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
Tax harvesting and optimization are called out in the risk management/analytics suite. | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
Custom constraints and rules (e.g., ESG, sector) are supported according to marketing collateral. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management in multi-portfolio view is a standard function. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency portfolios are supported as per product documentation. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investments tracking/integration is referenced in marketing descriptions. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Investment policy compliance is part of automated compliance and risk management module. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
What-if/scenario modeling tools mentioned for portfolio strategies. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
Bulk order generation for portfolio groups alluded to in trading/order management features. | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
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Security research database Comprehensive database of investment securities with detailed information |
Comprehensive investment security database is a core Refinitiv offering. | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Real-time/delayed market data feeds are a key selling point. | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Fundamental and equity analysis tools are standard features. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
Technical analysis tools (charts, indicators) form part of Refinitiv's solution. | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
ESG screening/data incorporated in investment analytics, as per site. | |
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Research report integration Integration with third-party research reports and analysis |
Third-party research integration supported via LSEG/Refinitiv data relationships. | |
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Customizable screening Ability to create and save custom screening criteria for investments |
Custom screening capabilities for investments included in the analytics suite. | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
Investment idea workflow/process described in product overview. | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
Macroeconomic data analysis based on Refinitiv's deep macroeconomic database. | |
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Alternative data sources Integration with alternative data sources for investment insights |
Alternative data sources are accessible through Refinitiv feeds and APIs. | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
AI-powered investment insights referenced in risk analytics/automation. | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
Market sentiment and news/social analytics available via core dataset feeds. | |
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Securities coverage Number of securities covered in the research database |
No information available |
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Client risk tolerance and profiling tools are part of financial planning suite. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Portfolio risk measures (VaR, SD, etc.) are available in analytics suite. | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing of portfolios is a function of risk management module. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
Monte Carlo simulation tools commonly included in institutional-grade risk analytics. | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
Factor-based risk analysis referenced under portfolio analytics. | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Concentration risk tools supported within portfolio risk analytics. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
Downside protection/monitoring referenced under risk and scenario analysis tools. | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity risk analytics form part of Refinitiv's portfolio analysis modules. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted performance metrics (Sharpe, information ratio) are in performance analytics. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance engine described in compliance solutions. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
Risk exception alerts form part of risk/compliance monitoring tools. | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Accurate performance calculation (TWR, MWR) is a baseline feature. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Benchmark comparison is a basic reporting and analytics function. | |
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Attribution analysis Performance attribution to identify sources of returns |
Performance attribution tools are featured in the performance analytics offering. | |
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Custom reporting Ability to create customized performance reports |
Custom/white-label reporting supported in client reporting engines. | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Interactive dashboards are cited as available in digital client engagement suite. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
Scheduled reporting (automated/recurring) direct from reporting engine. | |
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Multi-period analysis Performance analysis across different time periods |
Reports and dashboards support multi-period analysis. | |
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Composite reporting Capability to create and report on performance composites |
Composite reporting cited in performance measurement functions. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
GIPS compliance referenced in documentation as supported. | |
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Peer group comparison Tools to compare performance against peer groups |
Peer group comparison cited as available in performance analytics. | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
Tax-aware reporting/after-tax returns included in reporting suite. | |
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Mobile reporting access Access to performance reports via mobile devices |
Mobile access to client and performance reports described in marketing material. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Refinitiv integrates with financial planning tools and offers planning capabilities. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Goal-based planning is referenced in investor engagement capabilities. | |
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Retirement planning Specialized tools for retirement scenario planning |
Retirement planning tools mentioned in client engagement/wealth modules. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning tools and integrations described on product site. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning (including optimization and scenario) is available. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Cash flow modeling is specifically referenced in product planning modules. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
No information available | |
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Education funding planning Features for planning and managing education funding goals |
No information available | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
No information available | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
No information available | |
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Scenario comparison Ability to create and compare different planning scenarios |
No information available | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Client-facing visualizations of goals, plans, and scenarios described as part of portal experience. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Order management (full OMS) is a standard function covered on the Refinitiv Wealth page. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Trade execution capabilities are included (direct and via integrations). | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Pre-trade compliance (order checks) is available via compliance engine. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Allocation management (block and sleeve) is part of OMS described in product documentation. | |
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Trading algorithms Access to algorithmic trading strategies |
Access to trading algorithms is part of the advanced order management offering. | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX connectivity (standard for institutional order routing) is supported. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multi-broker/venue routing is referenced in the solution overview. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Trade cost analysis modules and TCA reports are available. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
No information available | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Trade settlement tracking and reporting included in trading operations suite. | |
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Trading calendar Integrated calendar of market trading days and holidays |
No information available | |
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Order approval workflow Configurable workflows for order review and approval |
Approval workflows for orders and trades referenced under OMS features. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
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Regulatory reporting Tools for generating required regulatory reports |
Regulatory reporting tools (MiFID, SEC, etc.) offered via compliance suite. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
Compliance rule engine described (configuration for firm regulations). | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
AML and KYC workflows supported per feature overviews. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessments supported in client lifecycle management modules. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Comprehensive audit trails are standard system compliance features. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
Fiduciary documentation and recordkeeping referenced for regulated clients. | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
No information available | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
Personal trading (employee/insider) oversight supported for institutional clients. | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
Best execution analytics in trade reporting modules. | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
No information available | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
No information available | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
Exception management of compliance and trade errors documented. | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
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API availability Comprehensive APIs for integration with other systems |
Comprehensive APIs are core to LSEG/Refinitiv's extensibility and integration. | |
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Cloud deployment Availability of cloud-based deployment options |
Cloud deployment is supported for most Refinitiv offerings. | |
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On-premises deployment Ability to deploy the system on-premises |
On-premises deployment mentioned as available for larger institutions. | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
Mobile app and responsive interface are provided. | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on (SSO) integration supported for enterprise clients. | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Data warehouse integrations cited for enterprise clients. | |
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Custodian connectivity Pre-built integrations with major custodians |
Major custodians are included in prebuilt integrations. | |
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CRM integration Integration capabilities with CRM systems |
CRM integrations referenced as available. | |
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Data import/export Tools for importing and exporting data in various formats |
Data import and export tools for reporting/accounting. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Client-level and admin-level customization described as available. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Disaster recovery and backup documented for institutional clients. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Multi-factor authentication is a standard required feature. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
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Interface customization Ability for users to customize their interface and workflows |
Interface customization—users can configure dashboards and workflows. | |
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Role-based access control Granular control over user permissions based on roles |
Role-based permissioning described in administration/security overview. | |
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Multi-language support Availability of the interface in multiple languages |
System available in multiple languages for global clients. | |
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User training resources Comprehensive training materials and programs |
Formal training resources, webinars, and support programs available. | |
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Support SLA Defined service level agreements for technical support |
Support SLAs discussed during onboarding. | |
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User community Active user community for knowledge sharing |
Global client/user community and knowledge sharing referenced. | |
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In-app guidance Contextual help and guidance within the application |
In-app guidance and contextual assistance available. | |
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Implementation services Professional services for system implementation |
Professional services offered for implementation and onboarding. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Refinitiv provides frequent platform updates and release notes. | |
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Sandbox environment Availability of sandbox or test environments |
No information available | |
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Client success management Dedicated client success resources for ongoing support |
Client success management referenced in ongoing support section. | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
Product feedback and enhancement requests supported via client portals and account managers. | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
No information available |
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