Refinitiv Acquires Advisor Software Inc. To Expand its Digital Capabilities

July 29, 20203min

Global provider of financial market data and infrastructure Refinitiv announced today the acquisition of assets from Advisor Software Inc. (ASI) to enhance its digital functionalities. Refinitiv’s Wealth Management will be improved with digital advice capabilities and digital portfolio analysis.

ASI’s technology will be integrated into the recently launched solution Refinitiv Digital Investor, thanks to its with interoperability and cloud enablement.

The latest acquisition adds to Refinitiv’s transformation within the wealth management industry. The company is committed to better the digital experience of customers, including digital communication with advisors, an option for which there has been an increased demand within the market.

Some of the ASI’s assets Refinitiv will benefit from are tax-aware portfolio rebalancing, Monte Carlo-based progress-to-goal tracking, cash flow and portfolio analysis, investment modeling, and proposal generation.

ASI also offers a series of lean, portable APIs that are customisable and fully-brandable to enable a wealth management firm to construct its own digital advice experience. With these tools financial institutions, wealth managers and advisors can deliver advice in a more flexible, efficient and scalable way.

Joe Mrak, Global Head of Wealth Management at Refinitiv, said: “In what continues to be an eventful year for Refinitiv’s Wealth Management group, I am pleased to share the news of our acquisition of ASI. The digital capabilities that ASI brings to our existing Refinitiv Digital Investor platform perfectly complement our growing suite of widgets and APIs. We remain focused on delivering enhanced digital offerings to the Wealth Management industry and our clients as the digitalisation and personalisation of Wealth Management continues.”

Ashley Longabaugh, Wealth Management Senior Analyst at Celent, said: “A superior client experience is a true differentiator for wealth management firms and platforms in today’s highly commoditised and digital world. Today, the client experience is about creating a proactive and engaging relationship between the client and the advisor. Refinitiv’s acquisition of ASI demonstrates Refinitiv’s focus on strengthening the client-advisor experience by addressing the needs of the digitally-inclined client and advisor.”

Refinitiv is the overall winner of the UK Digital Experience Awards 2020.


Sandra Radlovacki

Sandra Radlovacki

Sandra Radlovacki is Assistant Editor at Customer Experience Magazine.




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