Refinitiv Workspace for Wealth Advisors

Training

On-demand and instructor-led courses to help you fully leverage
the power of Refinitiv’s solutions

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ANNOUNCEMENT

Refinitiv is now part of LSEG (London Stock Exchange Group), a leading global financial markets infrastructure and data provider.

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REFINITIV WORKSPACE FOR WEALTH ADVISORS

LEARN THE BASICS VIEW

Installing Refinitiv Workspace & Web Access - (2:00) View description
Learn how to install Refinitiv Workspace on your desktop as well as Refintiv Workspace Web Access. Duration: 1 minute 47 seconds .
Settings - (2:00) View description
Learn how to change your Settings in Refinitiv Workspace. Set your profile from Settings so that the whole experience is tailored to your job role. Change language and theme color. View all the shortcut commands. Duration: 2 minutes .
Getting Started with Refinitiv Workspace for Wealth Advisors View description
Learn how to effectively navigate to critical content from your first login and personalize your Watchlist and Homepage, set Alerts. Utilize the Intelligent Search, and find additional Help and Training. .
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Getting Started with Refinitiv Workspace for Wealth Advisors (for previous Thomson ONE Users) View description
If you're migrating from Thomson ONE, learn how to effectively navigate to critical content from your first login and personalize your Watchlist and Homepage, set Alerts. Utilize the Intelligent Search, and find additional Help and Training. .
Working with Charts View description
Learn how to use the Chart App in Refinitiv Workspace which includes key analytical tools. This course includes:
- The Chart App Overview
- Introducing the Chart App
- Using the toolbar more
.
Retrieving data to Excel Using the Formula Builder - (2:00) View description
Learn how to use the Formula Builder to retrieve real-time, fundamental and historical data into Excel. .
Working with Tiles View description
Learn how to use Tiles to display sets of selected Apps that needs to be constantly visible across your desktop. .
5 Key Apps That Streamline Advisor Workflow View description
Learn about 5 exciting features that are can help you monitor the market and analyze the companies you follow .
The News Monitor App (NEWS) New Release (2.0) - (2:00) View description
News Monitor 2.0 offers an intuitive, customizable News Monitor with reliable real-time news coverage from more than 10,000 sources, including exclusive coverage from Reuters news. Watch this video to learn ways to search and view news relevant to you. .