Thomson ONE Workflow: Portfolio Manager & Investment Advisor
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Thomson ONE Wealth Management 5.0
Portfloio Manager and Investment Advisor
This 45 minute class is designed to fully equip professionals with the knowledge and tools to enhance security analysis, market monitoring and decision making capabilities. This session specializes to the workflow of Portfolio Managers and Investment Advisors.
Idea Generation and Screening
Monitoring (by looking at Thomson ONE pages, Chart & News
Trader Porfolio (learn how to track the performance of your holdings)