Refinitiv
Refinitiv: Powering informed investment decisions with trusted data.
"Refinitiv provides comprehensive financial data, analytics, and workflow solutions for investment professionals. It offers tools for market analysis, portfolio construction, risk management, and regulatory compliance. RIAs leverage Refinitiv to gain deeper market insights and improve investment decision-making."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Refinitiv empowers investment professionals with comprehensive data and analytics to drive better investment decisions and client outcomes."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Refinitiv integrates into institutional RIA stacks.
Alternative Peer Landscapes
3Equity
Actionable business intelligence for RIA operational excellence.
401GO
Simplified 401(k) implementation and management for RIAs.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.
