Refinitiv launches Wealth Practice 360

On Wednesday, Refinitiv announced the launch of Wealth Practice 360. The new offer has been developed to improve the workflow for wealth consultants and provide better client insights. This new set of services integrates client data from multiple sources, including the firm’s CRM, financial planning, as well as social media and market data.

According to the company statement, all this data is brought into a single integrated view for the consultant and in turn creates insights and ideas for the consultant to share with the client.

In April, Refinitive announced the launch of new content management capabilities on its asset management platform, called House Views and Market Insights or HVMI. This technology was to improve the distribution of refinancing investment recommendations and research between asset managers and financial advisors. It also serves as a repository for all internal research, investment recommendations and strategies, risk ratings and model portfolios.

What became a refinance was taken out of Thomson Reuters in 2018 by private equity firm Blackstone Group, which has a majority stake in the firm. In addition to asset management, Refinitive serves many other areas of the financial services industry, including asset management, investment banking, trade, compliance, and risk management, among others. It has more than 2,000 consumer companies and supports 180,000 desktop users globally.

Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Stock Market. News journalist was involved in the writing and production of this article.

Leave a Reply

Your email address will not be published. Required fields are marked *