/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

Refinitiv to offer 60-days free access to Workspace for Wealth Advisors

Source: Refinitiv

As the world faces the new realities of the COVID-19 spread, the wealth management industry is quickly adjusting to its implications.

Whether at the office or working remotely, Refinitiv is committed to helping customers deliver essential services during this time of heightened market volatility. As such, Joseph Mrak, global head of Wealth Management at Refinitiv is available to discuss the many steps the firm is taking to equip its customers and their customers with the technology tools needed to operate and succeed during these times.

“As we work around the clock to help enable our customer operations, statistics from our brokerage transactions and operations service, BETA Systems - point to record trading volumes in recent weeks. February was recorded as the all-time highest month for BETA, but March is up 129% on average and is on track to surpass this record,” said Joseph Mrak, global head of Wealth Management, Refinitiv.

“During these periods of intense volatility, the crucial role of technology and reliable and complete data cannot be overemphasized,” added Mrak. “Our current customers already have access to our advanced tools and solutions. We are offering other market participants, who are also experiencing increased client-service requests, an opportunity to benefit from 60-days of complimentary access to our new flagship workflow solution, Refinitiv Workspace for Wealth Advisors. This web-based application provides market-leading news, research, data, and analytics that will help any financial professional proactively meet the needs of their clients amidst market uncertainty and unprecedented market volatility.”

We have also created a COVID-19 app which provides up-to-date news, charts and commentary tracking the impact of the Coronavirus.

Comments: (0)