A roundup of the latest wealthtech stories…
Refinitiv has launched its new digital collaboration product, ‘Refinitiv Wealth Connect’, which is designed to help wealth management firms.
The new product will allow users of Refinitiv Digital Investor to collaborate dynamically with advisers, other front office personnel or the home office of a wealth firm. Refinitiv Wealth Connect will be embedded to allow for collaboration through various channels.
These channels include a chatbot: Users can communicate through a secure channel for quick pointed conversations or wealth firms...