at Financial Technnology Year
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Refinitiv Workspace for Wealth Advisors
from LSEG Data & Analytics
A comprehensive financial planning and portfolio management platform offering market data, research, analytics, and planning tools. Includes client reporting, risk assessment, and goal-based planning capabilities.
Category:
Financial Planning Tools
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
Analysis on right >
Financial Planning Tools analysis
Security and Compliance
(9 Yes /9 Known /10 Possible features)
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1. Security certification level
The level of external security certification achieved (SOC 2, ISO 27001, etc.)
Platform and infrastructure certified to SOC 2 and/or ISO 27001, per LSEG's disclosure.
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2. Disaster recovery
Comprehensive backup and recovery capabilities
Business continuity and disaster recovery capabilities subject to external audit.
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3. Vulnerability testing
Regular security testing and vulnerability assessments
Vulnerability assessment and regular security testing are part of LSEG's operational standards.
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4. Secure client communication
Encrypted communication channels with clients
End-to-end encrypted messaging and document transfer as outlined in product specs.
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5. Data residency options
Control over geographic location of data storage
No information available
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6. Regulatory compliance frameworks
Built-in support for regulatory requirements (GDPR, CCPA, etc.)
GDPR and other regulatory framework support referenced in trust center materials.
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7. Audit logging
Detailed tracking of all system access and changes
All user and admin activity is tracked with audit logs for compliance.
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8. Role-based access control
Granular permission settings based on user roles
Permission and role management described as a standard security feature.
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9. Multi-factor authentication
Additional security layers beyond password protection
Platform supports MFA for secure authentication.
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10. Data encryption
Encryption of sensitive data both in transit and at rest
System uses encryption at rest and in transit, as stated in security resources.
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Reporting and Analytics
(8 Yes /8 Known /10 Possible features)
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Data Integration and Aggregation
(8 Yes /8 Known /10 Possible features)
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Client Collaboration and Communication
(7 Yes /7 Known /10 Possible features)
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Estate Planning
(1 Yes /1 Known /10 Possible features)
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Tax Planning
(1 Yes /1 Known /10 Possible features)
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Retirement Planning
(3 Yes /3 Known /10 Possible features)
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Investment Portfolio Management
(6 Yes /6 Known /11 Possible features)
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Financial Goal Management
(7 Yes /7 Known /10 Possible features)
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Publicly available data, summarised using AI.
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