Sandra RadlovackiSandra RadlovackiJuly 29, 2020
1539099703Refinitiv01-1280x801.png

3min521

Global provider of financial market data and infrastructure Refinitiv announced today the acquisition of assets from Advisor Software Inc. (ASI) to enhance its digital functionalities. Refinitiv’s Wealth Management will be improved with digital advice capabilities and digital portfolio analysis.

ASI’s technology will be integrated into the recently launched solution Refinitiv Digital Investor, thanks to its with interoperability and cloud enablement.

The latest acquisition adds to Refinitiv’s transformation within the wealth management industry. The company is committed to better the digital experience of customers, including digital communication with advisors, an option for which there has been an increased demand within the market.

Some of the ASI’s assets Refinitiv will benefit from are tax-aware portfolio rebalancing, Monte Carlo-based progress-to-goal tracking, cash flow and portfolio analysis, investment modeling, and proposal generation.

ASI also offers a series of lean, portable APIs that are customisable and fully-brandable to enable a wealth management firm to construct its own digital advice experience. With these tools financial institutions, wealth managers and advisors can deliver advice in a more flexible, efficient and scalable way.

Joe Mrak, Global Head of Wealth Management at Refinitiv, said: “In what continues to be an eventful year for Refinitiv’s Wealth Management group, I am pleased to share the news of our acquisition of ASI. The digital capabilities that ASI brings to our existing Refinitiv Digital Investor platform perfectly complement our growing suite of widgets and APIs. We remain focused on delivering enhanced digital offerings to the Wealth Management industry and our clients as the digitalisation and personalisation of Wealth Management continues.”

Ashley Longabaugh, Wealth Management Senior Analyst at Celent, said: “A superior client experience is a true differentiator for wealth management firms and platforms in today’s highly commoditised and digital world. Today, the client experience is about creating a proactive and engaging relationship between the client and the advisor. Refinitiv’s acquisition of ASI demonstrates Refinitiv’s focus on strengthening the client-advisor experience by addressing the needs of the digitally-inclined client and advisor.”

Refinitiv is the overall winner of the UK Digital Experience Awards 2020.




Inform. Inspire. Include.
A free way to improve your business.

Customer Experience Magazine is the online magazine packed full of industry news, blogs, features, reports, case studies, video bites and international stories all focusing on customer experience.


CONTACT US

CALL US ANYTIME


UK Trademark UK00002648900

EUIPO Trademark 018131832

Contact Information

For article submissions:
Editor
Paul Ainsworth
paul@cxm.co.uk

For general inquiries, advertising and partnership information:
aleksandar@awardsinternational.com
Tel: 0207 1932 428

For Masterclass enquiries:
vuk@awardsinternational.com
Tel: +44 20 86385584

Customer Experience Magazine Limited
Company number: 12450532
International House, 24 Holborn Viaduct,
United Kingdom, London, England, EC1A 2BN

JOBS IN CUSTOMER SUPPORT

Find a job in customer support with Jobsora


Newsletter


male enhancement: higher sex drive than boyfriend erection pill weight lifting sex how to take viagra 100mg active ingredient viagra sildenafil drug impotence remedy nizagara pills review l arginine cream walgreens penile tissue growth cialis 50 mg phone number for hulu customer service average male penis size sex counter erectile hyperfunction vasodilators foods l arginine ed dosage do dwarfs have normal sized penises doctor checks penis blue and white pill dr on demand promo code zinc for testosterone how to make a fake dick jelqing definition is a 6 inch penis big food good for penis i am sexy diet pills walmart wild tube average male peni size dick flop penis size blogs when are men most sexually active perfect size dick valhalla labs foreskin irritation vimax free trial lemon pill best permanent penis enlargement relieve supplement

vape: cotton vape best rba for beginners south park vape episode user manual uwell crown se1 best leak proof vape tank young adult e cigarette use ncbi vape shop atlanta ga bottle of vape juice mechanical box mods vape vaping chamomile cheap vape starter kits beard vape company vape pen water vapor vape shop pittsburgh mad mods vape vape affiliate programs sapphire vapor x r9 290 how to charge a vape pen without a charger bar stools man dies in e cigarette explosion e cigarette battery flashing gr8 vape sebring fl vaping and teenagers voopoo drag for concentrate vaping hexen why am i getting the check atomizer light on my uwell crown tank best vape tank no leak vaping better than smoking e cig pens for sale uwell d1 bubbling best vape clearomizer snow wolf mini update how to reduce throat hit vape panzer mech mod hellvape fat rabbit best personal vape uwell crown 3 vs crown 3 mini side by side best dry herb vape on amazon voopoo too 180w tc box mod black dazzle smok micro one r80

weight loss: jenna johnson weight loss tapeworm pill for weight loss greg shoup weight loss calorie intake calculator weight loss weight loss quiz lipo fire diet pills how to start keto diet for weight loss america weight loss popular weight loss pills 48 hour weight loss best weight loss programs for women loss in weight feeder cheap weight loss diet plan weight loss clinic knoxville tn greek yogurt for weight loss jon favreau weight loss ice baths for weight loss is pumpkin good for weight loss trokendi weight loss kale weight loss smoothie weight loss grants trazodone weight loss medshape weight loss clinics top 5 weight loss laxatives unicorn medical weight loss are eggs healthy for weight loss saxenda weight loss before and after weight training for weight loss svelte weight loss pills top diet pills 2016 cobra weight loss pills black seed oil weight loss results weight loss pills at the vitamin shoppe online weight loss trackers buy xenical diet pills wheat bread weight loss men weight loss diet uberhaxornova weight loss best supplements to lose weight weight loss cambogia

cbd oil: cbd dosing what drugs does cbd oil interact with is cbd oil legal in wisconsin what is cbd shatter will cbd fail drug test the best cbd oil online cbd oil for psoriasis reviews cbd oil and ibuprofen best cbd concentrate cbd store portland cbd oil reviews 2018 definition of much cbd nootropic plus cbd oil balm paypal cbd policy 2019 tremors 2 wiki how to make cbd oil stronger does cbd oil affect use of prozac green roads cbd stock price vape cbd oil ill urban dictionary has anyone tested positive for cbd oil pure extract gel capsules urban wellness dispensary 100 pure cbd oil for sale young living oils for diabetes pure hemp cbd does smoking weed cause diarrhea cbd and cats flavor urban dictionary side view drawing reference promise organic hemp cbd oil smoking weed after working out cbd ad network cannabis oil cbd for pain cbd iuk hemp cbd oil on plane terra edibles