Refinitiv Digital News Today

<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&g...

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 ...