Independent wealth managers are under mounting pressure to ensure regulatory compliance and to provide regular updates on the performance of an individual’s capital.
Join Refinitiv’s workshop to discover how to turn these challenges to your advantage by:
• Tailoring your service using customizable portfolio reporting tools
• Using machine learning technology to digitalize your solutions – making them compliant, easier to manage, and saving you time and cost;
• Accessing advanced data (ESG and starmine models) and screening (focus on funds and ETF’s) tools to inform your investment strategy.