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&g...
Sabrina Bailey Wally Okby Christopher Sparke Head Of Advisory Solutions Aite Novarica Group Wealth Practice
Source: mondovisione.com