The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Refinitiv Streamlines Wealth Management Advisory Process with House Views and Market Insights

Subscribe to our newsletter

Refinitiv has released House Views and Market Insights (HVMI), a next generation intelligent content management capability for wealth management firms. The solution supports efficient distribution of investment recommendations and research by connecting product and content manufacturing teams with wealth advisors.

Christopher Sparke, head of advisory solutions for wealth at Refinitiv, says: “Advisors are faced with information overload and siloed systems that get in the way of productivity and time spent with clients. HVMI removes the noise from information overload and simplifies the workflow. It intelligently alerts advisors on key updates relevant to their clients, makes updates to risk or return known, and provides workflow tools to help advisors take the next best action.”

The solution is based on an open platform and acts as a repository for all in-house research, investment recommendations and strategy, risk ratings, convictions and model portfolios. It also mixes internal and external data sources with relevant market data news in a single place, helping firms generate insights, and connects different in-house teams to advisors, improving the overall advisory process. It is accessed using Refinitiv Workspace for Wealth Advisors or an integrated API.

Marina Chernyshova, research director – governance, wealth and investment, at Brewin Dolphin, an early user of Refinitiv HVMI, says the company has consolidated all research team output to HVMI in a clear and effective way, giving investment and relationship managers access to all in-house research content through an established and integrated content and research management solution, alongside relevant financial data and news feeds from Refinitiv.

HVMI is an element of Refinitiv’s investment in digital solutions for the wealth market that includes the 2020 acquisition of Scrivantage and its Wealthsqope digital client experience and Maxit E2E end-to-end tax information reporting solution, and the release of Refinitiv Digital Investor, which provides personalised client experiences across a spectrum of clients.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Deploying knowledge graphs in the real data management world

Knowledge graphs that link data across a wide and diverse range of sources, incorporate both structured and unstructured data, visualise connected data, and provide in-depth contextual search capabilities that deliver business insight without moving data offer great potential for financial institutions. Their use cases range from advanced data integration, unification and analytics to specific functionality...

BLOG

How Knowledge Graphs Can Deliver Insights When Integrating Decentralised Data

The majority of large data integration projects falter because systems are developed in a bespoke fashion, leaving organisations with critical applications that have been modified and transformed into a hornet’s nest of code that they cannot unravel for fear of breaking something. So, instead of trying to unravel systems, organisations have tended to duplicate processes,...

EVENT

TradingTech Summit London

Now in its 11th year the TradingTech Summit London brings together the European trading technology capital markets industry, to explore how trading firms are innovating in today’s cloud and digital based environment to create flexible, scalable trading platforms to support speed to market and business agility.

GUIDE

ESG Handbook 2021

A-Team Group’s ESG Handbook 2021 is a ‘must read’ for all capital markets participants, data vendors and solutions providers involved in Environmental, Social and Governance (ESG) investing and product development. It includes extensive coverage of all elements of ESG, from an initial definition and why ESG is important, to existing and emerging regulations, data challenges...