Financial market data provider Refinitiv has launched a platform, called Refinitiv Active Investor, for wealth managers and their customers.
The platform is designed to allow wealth firms to provide a superior trading ecosystem for active self-directed investors based on detailed, timely information and insights.
The company claims that the solution will help wealth managers in optimising their brand identity by offering them advanced technology and fully customisable look.
Refinitiv noted that Active Investor has features that are built with HTML5 technology to enable responsive design and integration into the investors’ existing experiences and apps.
The platform is claimed to provide improved flexibility along with streaming content, enhanced charting and analytics tools, and a ‘plug and play’ range of components, data and functionality.
It can be integrated into the wealth managers’ current order management system for efficient trade execution.
Refinitiv global head of wealth management Sabrina Bailey remarked that Active Investor ‘expands the toolset for wealth firms looking to connect with self-directed clients in a powerful and personalised way’.
Active Investor also includes features such as news, events and commentary as well as access to valuation content and advanced analytics, macroeconomic and market data insights.
It will also provide a range of data and content including alternative data, and pricing and reference data.
Refinitiv head of digital solutions wealth Charles Smith added: “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.”
Last September, Singapore-based hedge fund manager WeTrust Asset Management teamed up with Refinitiv to support its investment management business.
In July last year, the firm acquired the strategic assets of Advisor Software to add key digital functionalities to its wealth management business.