Refinitiv Rolls out House Views and Market Insights for Wealth Management Firms

Refinitiv, a leading financial markets data and infrastructure provider, yesterday announced that it has launched House Views and Market Insights (HVMI), an intelligent content management capability for wealth management firms.

According to the official announcement, HVMI is built on a flexible open platform and can be accessed via Refinitiv Workspace for Wealth Advisors or an integrated API. It connects product and content manufacturers teams with wealth advisors, enabling the efficient distribution of investment recommendations and research.

​Wealth firms need to be more proactive in engaging clients and deliver timely and relevant insights. They 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. 

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.

Christopher Sparke, Head of Advisory Solutions, Wealth at Refinitiv, commented: “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.”

Before this newly launch, Fazzaco reported that Refinitiv has partnered with MarketsMojo​ to provide comprehensive data, tools and analytics to help the Indian Fintech broaden its stock market advisory services and expand its global reach.