When you Upgrade from Eikon for Wealth Management (EWM) gain access to all the key features and functionality you had previously, plus much, much more. Watch this video to learn more about the value add features that you get access to when you upgrade.
Maximise your day to day workflow, and more effectively access the data and information you need to make informed investment decisions.
Learn how to quickly and easily screen for funds that meet your set criteria. Then analyze funds individually and review performance information in more detail. Also take a look at historical information at a glance in a graphical display or download into excel. Create factsheets that can be more shared with your clients.
Use the Portfolio Tracker to keep up to date with portfolio performance and profit and loss. Learn how to use so you can easily share information with your clients on how their portfolios are performing.