Next generation solutions for next generation advisors

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For wealth managers to make smarter business decisions, get to market faster, and connect more effectively with their clients, data is the key.

To meet the needs of the next generation of investors, advisors need next generation data solutions that can deliver practical insights to act on from their stockpile of client data.

In this video of a presentation recently delivered at In|Vest West 2019, learn about Refinitiv Workspace for Wealth Advisors and its suite of tools, including Portfolio Dashboard, Portfolio Analytics and Watchlist Pulse, which can help you become a next generation advisor.

Stay up-to-date with what’s new and exciting in the world of data to capture better insights, make smarter decisions, and innovate faster. Learn how Refinitiv’s cutting-edge technology and exclusive datasets integrate with your infrastructure. Schedule A Private Demo


About Refinitiv Wealth Management
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.