at Financial Technnology Year
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Refinitiv Digital Investor Mobile
from LSEG Data & Analytics
Mobile device platform for wealth management firms enabling secure advisory workflows, encrypted communications, device authentication, biometric login, real-time analytics, and compliance monitoring for advisors.
Category:
Secure Mobile Devices
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
Analysis on right >
Secure Mobile Devices analysis
Deployment, Support, and Training
(8 Yes /8 Known /10 Possible features)
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1. Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
No information available
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2. Test/Sandbox Environment
Safe environment for testing new features/configurations.
No information available
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3. API Documentation
Complete documentation for developers integrating the platform.
API and developer documentation is available for integration partners.
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4. User Role Training Programs
Custom training by user function (advisor, admin, client).
Advisor/client/admin training referenced in online materials.
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5. Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
Offering is available in cloud or hybrid models as shown in product and partner material.
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6. Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
Dedicated account managers are standard at Refinitiv for institutional/wealth clients.
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7. Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
A knowledge base is available publically and referenced from the Refinitiv main support portal.
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8. 24/7 Help Desk Support
Continuous support by phone, chat, or web.
Refinitiv is a large enterprise/SaaS vendor and provides 24/7 support as a baseline, verified on the main support page.
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9. In-App Tutorials & Help
Embedded resources to assist new or returning users.
App includes embedded help and walkthroughs for advisors.
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10. Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
Product offers a modern, step-by-step onboarding experience for users and advisors.
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Platform Reliability & Performance
(4 Yes /4 Known /10 Possible features)
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Collaboration & Communication
(3 Yes /3 Known /10 Possible features)
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Audit, Reporting & Compliance
(2 Yes /2 Known /10 Possible features)
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Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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Transaction Security & Control
(6 Yes /6 Known /10 Possible features)
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User Experience & Interface
(7 Yes /7 Known /11 Possible features)
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Mobile Device Management (MDM) & Security Monitoring
(5 Yes /5 Known /11 Possible features)
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Data Encryption & Privacy
(6 Yes /6 Known /11 Possible features)
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Authentication & Access Control
(5 Yes /5 Known /13 Possible features)
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Publicly available data, summarised using AI.
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