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Are you ready to become a next generation advisor?

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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.

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.