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. |