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Wealth Utilities

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."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #339 in Wealth Utilities
Validated Adoption
8 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Real-time market data feeds
Extensive company financials
Advanced analytics and charting
News and research content
ESG data and analysis

Primary Use Cases

Portfolio analysis
Risk management
Investment research

Agentic Intelligence Briefing

"Refinitiv empowers investment professionals with comprehensive data and analytics to drive better investment decisions and client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive market data
Advanced analytics capabilities
Integration with other financial platforms

Adoption Hazards

High cost
Complex user interface
Steep learning curve

Stack Compatibility Profile

How Refinitiv integrates into institutional RIA stacks.

8 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Elements Financial Planning
88%
Stack Correlation
Nitrogen Wealth
88%
Stack Correlation
ROL
88%
Stack Correlation
NDEX
75%
Stack Correlation
Morningstar Office
63%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs, wealth managers, and institutional investors
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FactSet
2Bloomberg Terminal
3Morningstar Direct

Value Proposition

"For RIAs managing substantial assets and requiring sophisticated market data and analytics, Refinitiv provides a powerful suite of tools, though it requires a significant investment."

Audit Your RIA Stack

See how Refinitiv fits into your overall tech efficiency score.

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