Discover the digital tools that can drive your business
| | | | | | | | | Are you ready to becomea next generation advisor? | | | | For today's wealth managers, data is the starting point for making smarter decisions, getting to market faster and engaging more effectively with clients.
But as an advisor, to stay competitive and position yourself for the next generation of investors, you need next generation data solutions that can give you actionable insight from your wealth of client data.
In this video of a presentation recently delivered at In|Vest East 2019, learn about Refinitiv Workspace for Wealth Advisors and its suite of tools, including Customer 360, Product Catalogue, and Watchlist Pulse, which can help you become a next generation advisor. |
|
| | Refinitiv for Wealth Management empowers clients with the content, technology, and expertise to accelerate growth. Front, middle and back-office solutions help wealth management firms improve decision-making, deepen client engagement and optimize business performance. |
| |
| | | | | | | | | | ABOUT | CONTACT | PRIVACY | | |
| | | This email was sent to newsletter@newslettercollector.com because you are subscribed to Financial Planning.
Click Here to Update Email Preferences.
Can’t see this email properly? View Online | | |
| |
|
|
|
|
- - - - - - - - - - - - - - - - - - - - - - - - -
