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Refinitiv Launches Wealth Practice 360 Providing Wealth Management Firms And Advisors With An Integrated View Of Their Book Of Business - Solution Creates A 360 View Of The Advisor s Business By Connecting Internal And Third-Party Applications With Market Data, Client Data And Analytics

<p><span>Refinitiv today announces the launch of Wealth Practice 360, a solution designed to provide an efficient workflow and better insights on demand for wealth advisors.  Wealth Practice 360 uses a sophisticated set of services that aggregate client information from multiple sources including back-office systems, CRM, financial planning tools, held away assets, and social media activity to deliver a 360 view of an advisor’s book of business.</span></p>

Sabrina baileyWally okbyChristopher sparkeHead of advisory solutionsAite novarica groupWealth practiceAdvisory client experienceGlobal headWealth managementAdvisory solutionsWealth advisorsStrategic advisorRefinitiv wealth practiceRefinitiv workspaceRefinitiv active investorRefinitiv digital

Refinitiv Launches Platform For Wealth Management Firms And Their Active Trader Customers - Platform Allows Wealth Firms To Offer A Superior Trading Ecosystem For Active Self-Directed Investors Powered By Detailed, Timely Information And Insights, Making For An Integrated Digital Experience

Refinitiv Launches Platform For Wealth Management Firms And Their Active Trader Customers - Platform Allows Wealth Firms To Offer A Superior Trading Ecosystem For Active Self-Directed Investors Powered By Detailed, Timely Information And Insights, Making For An Integrated Digital Experience
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Sabrina baileyCharles smithHead of digital solutionsJavelin strategy researchRefinitiv active investorActive investorGlobal headWealth managementDigital solutionsJavelin strategyRefinitiv digitalசப்ரினா பெய்லிசார்லஸ் ஸ்மித்தலை ஆஃப் டிஜிட்டல் தீர்வுகள்ஈட்டி மூலோபாயம் ஆராய்ச்சிசெயலில் முதலீட்டாளர்

Refinitiv Wealth Management Report – Redefining Investor Data Needs – Highlights the Growing Needs of Self-directed and Advisory Clients

Date 28/01/2021 Refinitiv today released the findings of its Wealth Management report titled ‘The Gold Standard: Redefining Investor Data Needs’. The report examines how investors’ trading activities, data needs and digital expectations are likely to evolve in the future. The ‘Redefining Investor Data Needs’ report is based on research commissioned by Refinitiv that surveyed 1,030 self-directed and advised mass affluent investors in September 2020, located in nine global financial centers: Australia, Canada, China, Hong Kong, Japan, Singapore, Switzerland, the UK and U.S. The study finds that self-directed and advisory clients’ needs are rapidly changing. In the future, they will need new data and digital capabilities to take advantage of promising investment opportunities and avoid potential risks. In short, Investors in different regions – whether self-directed or advisory clients – and across all ages want to receive content that can positively i

Hong kongUnited kingdomJoe mrakGold standardRedefining investor dataRedefining investor data needGlobal headWealth managementRedefining investor data needsRefinitiv digitalஹாங் காங்ஒன்றுபட்டது கிஂக்டம்தங்கம் தரநிலைமறுவரையறை முதலீட்டாளர் தகவல்கள்மறுவரையறை முதலீட்டாளர் தகவல்கள் தேவைஉலகளாவிய தலை