Training

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

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)

      more
    • 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)
    .

  • 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)
    .

  • 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 .

  • View All >>
  • 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. .

  • Refinitiv Workspace for Wealth Advisors: Watchlist 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. .

  • 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)
    .

We've updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms. ×