Refinitiv BETA CRM
from LSEG Data & Analytics
Wealth management CRM integrated with the BETA wealth management platform, featuring client relationship tracking, activity management, document storage, and compliance support. Provides a unified view of client information alongside portfolio data and market information.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Refinitiv BETA CRM
Publicly available data.
If you are the vendor, claim your page