Financial firms that prioritize their technology and data innovation will experience a competitive advantage as they build a sustainable post-COVID-19 future.
Wealth advisory is a crucial part of creating a sustainable recovery in the U.S that touches the entire population – with wealth transfer across generations, retirement planning and provision for new generations being key. With Refinitiv Workspace, customers experience an innovative client-centric platform tailored for wealth advisors that delivers greater efficiencies and boosts client engagement.