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Refinitiv launches next-generation intelligent content management capability for wealth management firms

Refinitiv launches next-generation intelligent content management capability for wealth management firms

Refinitiv has launched 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.  

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How technology will impact the wealth management client experience in 2021

How technology will impact the wealth management client experience in 2021

Technology is transforming the client experience within wealth management. David Simpson (pictured), Head of EMEA at GBST, examines how firms in the sector are working to modernise legacy systems to manage 21st century digital requirements, while controlling spending and reducing risk for the industry and its participants.