Refinitiv Announces New Content Service for Wealth Management

Refinitiv announced the launch of House Views and Market Insights (HVMI), its next generation intelligent content management capability for wealth management firms. HVMI enables the efficient distribution of investment recommendations and research by connecting product and content manufacturers teams with wealth advisors. Wealth firms are challenged with effectively connecting and distributing the research and portfolio advisory content needed by advisors to support construction, portfolio management and investment insight needs. Managing all this content effectively and efficiently is critical for advisors to improve how they engage their clients and, importantly, how they take action on this information. HVMI addresses this challenge acting as a repository for all in-house research, investment recommendations and strategy, risk ratings, convictions and model portfolios. In addition, it commingles internal and external data sources with relevant market data news in a single place, helping firm generate insights. Ultimately, it connects different in-house teams to the advisors, improving the overall advisory process.