Refinitiv Wealth Management
from LSEG Data & Analytics
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.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Analysis on right >
Portfolio Management Systems analysis
User Experience & Support
(11 Yes /11 Known /14 Possible features)
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1. Supported concurrent users
Maximum number of concurrent users the system can support
No information available
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2. Support response time
Average time to first response for support tickets
No information available
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3. 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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4. Client success management
Dedicated client success resources for ongoing support
Client success management referenced in ongoing support section.
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5. Sandbox environment
Availability of sandbox or test environments
No information available
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6. Regular updates
Frequency and transparency of system updates and enhancements
Refinitiv provides frequent platform updates and release notes.
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7. Implementation services
Professional services for system implementation
Professional services offered for implementation and onboarding.
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8. In-app guidance
Contextual help and guidance within the application
In-app guidance and contextual assistance available.
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9. User community
Active user community for knowledge sharing
Global client/user community and knowledge sharing referenced.
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10. Support SLA
Defined service level agreements for technical support
Support SLAs discussed during onboarding.
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11. User training resources
Comprehensive training materials and programs
Formal training resources, webinars, and support programs available.
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12. Multi-language support
Availability of the interface in multiple languages
System available in multiple languages for global clients.
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13. Role-based access control
Granular control over user permissions based on roles
Role-based permissioning described in administration/security overview.
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14. Interface customization
Ability for users to customize their interface and workflows
Interface customization—users can configure dashboards and workflows.
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Technology & Integration
(12 Yes /12 Known /14 Possible features)
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Compliance & Regulatory
(9 Yes /9 Known /13 Possible features)
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Trading & Order Management
(10 Yes /10 Known /13 Possible features)
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Financial Planning Integration
(7 Yes /7 Known /13 Possible features)
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Performance Reporting
(12 Yes /12 Known /13 Possible features)
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Risk Management
(11 Yes /11 Known /13 Possible features)
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Investment Research & Analysis
(12 Yes /12 Known /13 Possible features)
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Portfolio Construction & Management
(11 Yes /11 Known /13 Possible features)
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Client Management
(6 Yes /6 Known /12 Possible features)
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Publicly available data.
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