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

Use the Watchlist Pulse App to monitor key events and critical information across all the holdings in your portfolio(s). Increase your producitivy and view the most important updates on companies in your coverage. Receive daily pushed based email updates and have Refinitiv Workspace work for more you like an assistant. .

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) - (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. Duration: 12 minutes 27 seconds .

The Aggregates App (AGGR) - (2:00) View description

This video provides an overview of the Aggregates app (AGGR). The aggregates app offers a top down analysis of the market. It enables comparisons between business sectors, geographies or portfolios to support asset allocation and idea generation. Duration: 2 minutes 48 seconds .