Refinitiv launches intelligent content management for wealth advisors

Rick Steves

HVMI helps wealth firms to be proactive in engaging clients and deliver timely and relevant insights by acting as a repository for all in-house research, investment recommendations, and strategy, risk ratings, convictions, and model portfolios.

Refinitiv has launched its intelligent content management capability for wealth management firms. It connects different in-house teams to the advisors, improving the overall advisory process.

Going by the name of House Views and Market Insights (HVMI), the tool enables the efficient distribution of investment recommendations and research by connecting product and content manufacturers teams with wealth advisors.

HVMI helps wealth firms to be proactive in engaging clients and deliver timely and relevant insights by acting as a repository for all in-house research, investment recommendations, and strategy, risk ratings, convictions, and model portfolios.

Marina Chernyshova, Research Director – Governance, Wealth and Investment at Brewin Dolphin Ltd., said: “With Refinitiv ‘House Views and Market Insights’ (HVMI) Brewin Dolphin has consolidated all research team output to HVMI in a clear and an effective way. This allows investment and relationship managers to have access to all in-house research content through an established and integrated content & research management solution, alongside relevant financial data and news feeds from Refinitiv. We continue working with the Refinitiv team to develop and integrate it further to withstand the challenges of our ever-evolving environment.”

Christopher Sparke, Head of Advisory Solutions, Wealth at Refinitiv, said: “Advisors today are faced with information overload and siloed systems which get in the way of productivity and time spent with clients. HVMI removes the noise from the information overload and simplifies the workflow. It intelligently alerts the advisor on key updates relevant to their clients. It makes critical updates to risk or return known and it provides workflow tools and alerting to support taking the next best action.”

HVMI is built on a flexible open platform and can be accessed via Refinitiv Workspace for Wealth Advisors or an integrated API. Refinitiv has a rich history of servicing the Wealth Management industry from front to back office. Over the last year, the firm has invested heavily in the business and is committed to bringing the most advanced solutions to the market. The ongoing transformation includes building out the firm’s solutions through strategic acquisitions such as Scivantage and the launch of Refinitiv Digital Investor.

London Stock Exchange Group (LSEG) has recently completed its $27 billion acquisition of Refinitiv, which was built out of the Financial and Risk division of Thomson Reuters in 2018.

LSEG has issued Refinitv about a 37% economic interest and a 29% voting interest in the stock exchange operator. The important milestone will have new Refinitiv executives joining LSEG and brings together the two complementary businesses in their quest to provide data, trading tools, analytics, and risk management across the financial markets.

As founding CEO and Board Member of Refinitiv, David Craig will be leading the Data & Analytics division of LSEG as well as being Chief Executive of Refinitiv. Craig helped establish Refinitiv out of the Financial and Risk division of Thomson Reuters in 2018.

He also sits on the World Economic Forum’s Banking Governors Board and the Advisory Council of TheCityUK, and chair the UK Treasury’s India UK Financial Partnership. In addition, Craig is a member of the UK Government’s Trade Advisory Group for Financial Services.

The deal significantly accelerates LSEG’s existing strategy to be a leading global financial markets infrastructure provider and to markedly expand its data and analytics offering to create a global multi-asset class capital markets business. Originally, the firm planned to complete the transaction in H1 2020.

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