Training

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

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

REFINITIV WORKSPACE FOR WEALTH ADVISORS

VIDEOS VIEW

  • RECOMMENDED Discover Refinitiv Workspace for Wealth Advisors (Playlist) - (2:00) View description

    Discover the depth and bredth of content and functionality available to you as a Wealth Advisor with Refinitiv Workspace for Wealth Advisors. Watch this playlist to learn about the tools available to enhance your day to day workflow (16 mins)

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    • Refinitiv Workspace for Wealth Advisors: Introduction, Navigation & Search (2 min)
    • Refinitiv Workspace for Wealth Advisors: Wealth Components (4 min)
    • Refinitiv Workspace for Wealth Advisors: Client Centricity (4 min)
    • Refinitiv Workspace for Wealth Advisors: Investment Selection & Idea Generation (6 min)
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  • RECOMMENDED House Views & Market Insights (HVMI): Wealth Workflows - (2:00) View description

    Follow this video playlist to learn all you need to know about House Views & Market Insights (HVMI). Understand how it is relevant for different Wealth user workflows: House Views & Market Insights (HVMI): User Workflows

    • Introduction to House Views & Market Insights (HVMI) (3 min) more
    • Advisors Workflow: Introduction (2 min)
    • Advisors Workflow: Working with House Views (3 min)
    • Advisors Workflow: Creating Convictions & Lists (5 min)
    • Advisors Workflow: Creating Reference Portfolios (2 min)
    • Relationship Manager Workflow (9 min)
    • Administrator / Compliance Workflow (5 min)
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  • Refinitiv Workspace for Wealth Advisors: Stock Reports Plus (SRPLUS) - (2:00) View description

    Watch this video playlist to learn all about Refinitiv Workspace for Wealth Advisors: Stock Reports Plus (9 min)

    • Introduction & Summary Report (4 min)
    • Idea Generation (2 min)
    • Screening (2 min) more
    • Linking Apps (1 min)
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  • Covid-19 Macrovitals App - (2:00) View description

    Watch this video with John Dioufas, Director of Macro & Economic Products to learn about the Macro Vitals App and how you can use it to understand the impact and the response to the Covid-19 pandemic .

  • Refinitiv Workspace for Wealth Advisors: Idea Generation - (2:00) View description

    Watch this video to understand how you can save valuable time, eliminate errors, and stay one step ahead of your peers. Learn how to leverage Refinitiv Workspace for Wealth Advisors comprehensive idea generation toolset that is available to you. .

  • Watchlist Pulse (PULSE) - (2:00) View description

    Watch this video to understand how you can use the Watchlist Pulse App to monitor stock price movements allowing you to analyse how these may affect yours and your clients portfolios. Understand how you can use the in app navigation to view a wealth of information. Understand how you can make more this app work for you, making it easier to have those important conversations. .

  • Monitor the Impact of Stock Movements with Watchlist Pulse (PULSE) - (2:00) View description

    In this video discover how Watchlist Pulse (PULSE) brings together Refinitiv's proprietary content and analytics to make it easier for you to identify what will have an impact on your coverage list today. .

  • Working with the Option Watch App (OPW) View description

    The Option Watch App displays options contracts on a specified underlying asset. That being an equity, index, or a futures contract. Create filters to easily customize the list of options displayed on a variety of Exchange Traded Instruments, where they have associated Exchange Traded Options more available. (9 min)

      The Option Watch App displays options contracts on a specified underlying asset. That being an equity, index, or a futures contract. Create filters to easily customize the list of options displayed on a variety of Exchange Traded Instruments, where they have associated Exchange Traded Options more available. (9 min)
    • Introduction to Option Watch (2 min)
    • Using the Filters (2 min)
    • Customizing Option Watch (4 min)
    • Linking Option Watch with other Apps (1 min)
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  • Macro Explorer App (MACROX) (12:27) - (2:00) View description

    The Macro Explorer App (MACROX) allows you to explore global trends, areas of risk and macro investment opportunities, by screening global economies against a wide range of macro indicators and using a variety of visualizations. .

  • Aggregates – Introduction - (2:00) View description

    This video provides an overview of the Aggregates app (AGGR). (2:48) .

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