at Financial Technnology Year
Please contact them if you have any questions.
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)
| ? |
1. Supported concurrent users
Maximum number of concurrent users the system can support
No information available
|
| ? |
2. Support response time
Average time to first response for support tickets
No information available
|
|
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.
|
|
|
4. Client success management
Dedicated client success resources for ongoing support
Client success management referenced in ongoing support section.
|
|
| ? |
5. Sandbox environment
Availability of sandbox or test environments
No information available
|
|
6. Regular updates
Frequency and transparency of system updates and enhancements
Refinitiv provides frequent platform updates and release notes.
|
|
|
7. Implementation services
Professional services for system implementation
Professional services offered for implementation and onboarding.
|
|
|
8. In-app guidance
Contextual help and guidance within the application
In-app guidance and contextual assistance available.
|
|
|
9. User community
Active user community for knowledge sharing
Global client/user community and knowledge sharing referenced.
|
|
|
10. Support SLA
Defined service level agreements for technical support
Support SLAs discussed during onboarding.
|
|
|
11. User training resources
Comprehensive training materials and programs
Formal training resources, webinars, and support programs available.
|
|
|
12. Multi-language support
Availability of the interface in multiple languages
System available in multiple languages for global clients.
|
|
|
13. Role-based access control
Granular control over user permissions based on roles
Role-based permissioning described in administration/security overview.
|
|
|
14. Interface customization
Ability for users to customize their interface and workflows
Interface customization—users can configure dashboards and workflows.
|
Technology & Integration
(12 Yes /12 Known /14 Possible features)
Please log in to see this information. (Why do we ask this?)
Compliance & Regulatory
(9 Yes /9 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Trading & Order Management
(10 Yes /10 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Financial Planning Integration
(7 Yes /7 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Performance Reporting
(12 Yes /12 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Risk Management
(11 Yes /11 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Investment Research & Analysis
(12 Yes /12 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Portfolio Construction & Management
(11 Yes /11 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Client Management
(6 Yes /6 Known /12 Possible features)
Please log in to see this information. (Why do we ask this?)
Publicly available data, summarised using AI.
If you are the vendor, claim your page