Refinitiv launches Active Investor solution for wealth managers

By Megha Bhattacharya

Refinitiv has 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.

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.”

Active Investor 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.

Charles Smith, Head of Digital Solutions, Wealth at Refinitiv, said, “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, said, “Sophisticated analytics, personalized 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 customizable means of serving the next-generation investors driving the growth of the wealth management market.”