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Digital Digest: The Latest Tech News - Refinitiv

The latest technology news from fintechs, banks and other organisations.
Refinitiv, the
financial data provider, has launched House Views and Market
Insights (HVMI), a 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, the firm said in a
statement.
The business said it is helping wealth firms to engage with
clients and give them insights that are timely and fit their
interests. At the moment, firms find carrying out these tasks
callenging, Refinitiv said.
HVMI is a repository for all in-house research, investment
recommendations and strategy, risk ratings, convictions and model
portfolios. In addition, it mixes internal and external data
sources with market data news in a single place.
“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,” Christopher Sparke, head of advisory
solutions, wealth, at Refinitiv, said.
Refinitiv is a London
Stock Exchange Group business, and has more than 40,000
customers and 400,000 end-users.