Wealth Management Desktop
With a wealth management desktop advisors easily provide expert advice and global investment strategies to their clients. It provides indispensable Refinitiv content in a speedy, efficient, workflow driven manner.
Regulatory Documents Service
A complete solution for creating, archiving and distributing of regulatory documents for Packaged Retail Investment Products (PRIPs).
Corporate Portal
With the corporate solutions we connect the data warehouse of the customer with the data of their affiliated peer groups. This makes the interpretation of the volumes of data easy – helping clients stay ahead of their competition.
Open Platform & Modules
Every solution comes as a set of customized modules that you can also integrate in your website or application as a standalone IFrame. Moreover, the platform can be used as a rich platform where you can easily integrate third party modules and feeds to enable your apps for desktop, browser and mobile.
Customized Events
With a network of more than 55,000 institutional investors and asset managers in the German speaking region financial.com organizes customized events for asset managers and vendors.