Refinitiv has launched Wealth Practice 360, a solution designed to provide an efficient workflow and better insights on demand for wealth advisors. Wealth Practice 360 uses a sophisticated set of services that aggregate client information from multiple sources including back-office systems, CRM, financial planning tools, held away assets, and social media activity to deliver a 360 view of an advisor’s book of business. Many wealth firms struggle with disparate data sources and lack of system integration. This disconnected and siloed workflow hinders the advisor’s ability to deliver timely, relevant, and personalised insights to clients in an engaging manner. Wealth Practice 360 addresses these and other industry challenges, as it connects the traditionally disparate sources of information together into a single consolidated view. Client data is combined with a firm’s proprietary data and Refinitiv’s market data and news to generate insights and ideas that advisors can take proactively to their clients. A client data layer then powers single screen user experiences. The client data layer offers a flexible data model and connectivity tools to radically simplify the connection of data from multiple systems for display on single screens.