How it works
Accessingthe dataset
This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.
- Products
Thomson One Wealth Select
Desktop workflow tool for North American Financial Advisors
- Data Formats:
- HTML
- Delivery Mechanisms:
- Desktop
- Excel
- Service Frequencies:
- Real time
Refinitiv Knowledge Direct API
Internal & external redistribution of data at the client sidePowers websites and portals globallyThe data is only used for display purposes
- Data Formats:
- Delivery Mechanisms:
- API
- Service Frequencies:
- Real time
Workspace for Wealth Advisors Advanced
In highly competitive and rapidly changing markets, investment advisors are under pressure to find more efficient and effective ways to generate investment insights and new approaches to attract, engage and retain clients. Workspace for Wealth Advisors – Advanced is designed to meet workflow challenges head-on and make sound investment decisions on behalf of your clients. Our solution ensures you can meet personalized client investment strategies and identify market opportunities and risks to steer your clients through extreme market conditions. Whether it’s new investment strategies, making decisions with confidence or investors’ demand for greater engagement, Refinitiv Workspace delivers a best-of-breed advisor experience.
- Data Formats:
- HTML
- JSON
- Delivery Mechanisms:
- Website
- Desktop
- Cloud
- Excel
- Service Frequencies:
- Real time
