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Shreya Rao has left AZB | Legally India

Shreya Rao has left AZB | Legally India
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Shreya Rao , Wealth Practice ,

Refinitiv Launches Wealth Practice 360

New offering allows wealth management firms to combine internal data with market and client data. ....

Thomson Reuters , Blackstone Group , Wealth Practice , House Views , Market Insights ,

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&nbsp;Wealth Practice 360, a solution designed to provide an efficient workflow and better insights on demand for wealth advisors.&nbsp; 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&rsquo;s book of business.</span></p> ....

Sabrina Bailey , Wally Okby , Christopher Sparke , Head Of Advisory Solutions , Aite Novarica Group , Wealth Practice , Advisory Client Experience , Global Head , Wealth Management , Advisory Solutions , Wealth Advisors , Strategic Advisor , Refinitiv Wealth Practice , Refinitiv Workspace , Refinitiv Active Investor , Refinitiv Digital , All Regions ,