Refinitiv today announced the launch of Refinitiv Active Investor for asset managers and their clients.

Active Investor provides cutting-edge technology as well as a fully customizable appearance that enables wealth management firms to optimize their brand identity, while giving self-directed investors looking for a more complete trading platform the flexibility to invest transparently.

The wealth management industry is changing rapidly, hence the need to dramatically improve the customer experience. In a context of significant intergenerational wealth transfer, large amounts of data are increasingly available to investors. This has led to tremendous growth in the self-directed market and a new generation of active investors who urgently need cutting edge tools and reliable data to help them manage their portfolios.

Active Investor addresses this challenge by offering features designed with HTML5 technology to enable responsive design and seamless integration into its current experiences and applications. The solution offers enhanced flexibility, streaming content, advanced mapping and analysis tools, as well as a “plug and play” range of components, data and functionality. It can also integrate with the wealth management company’s existing order management system for efficient trade execution. Users can set the layout, capabilities, and content based on a workflow that matches their style and preferences, creating a truly personalized and compelling investing experience.

Sabrina Bailey, Global Head of Wealth Management at Refinitiv, said: “Going forward, we believe wealth management companies will need to be able to meet their clients at any point in their investment journey, from full service self-service. The launch of Active Investor expands the set of tools for wealth management firms looking to connect with self-directed clients in a powerful and personalized way.

Charles Smith, Head of Digital Solutions, Wealth at Refinitiv, said: “Wealth management companies are focused on creating personalized experiences to meet different investor profiles. With Active Investor, we offer a solution to help companies deliver a compelling experience for investors who need a comprehensive self-managed platform with data, information and all the tools active investors need.

William Trout, Director of Wealth Management, Javelin Strategy & Research, said: “Sophisticated analytics, personalized content and an easy-to-navigate interface are the centerpiece of a modern digital proposition. Younger and more active traders constitute a particularly demanding population. The Refinitiv Active Investor platform provides businesses with a robust and customizable way to serve next generation investors driving the growth of the wealth management market. ”

As with all Refinitiv wealth management solutions, Active Investor offers: a holistic source of news, events and commentary, access to leading valuation content and advanced analytics, information about macroeconomic and market data, as well as advantages to data; and prices and benchmarks.

Refinitiv Active Investor is a scalable trading and market data platform, delivering a truly integrated experience for active investors who rely on detailed, accurate and timely insight and insight. Refinitiv has a rich history of serving the wealth management industry, from front to back office. Over the past year, the company has invested heavily in the business and is committed to bringing the most advanced solutions to market. The ongoing transformation includes the development of the company’s solutions through strategic acquisitions such as Scivantage and the launch of Refinitiv Digital Investor.