More than ever, wealth firms need to be proactive in engaging clients and deliver timely and relevant insights. In this regard, 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.

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.