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.

REFINITIV WORKSPACE FOR WEALTH ADVISORS

Refinitiv Workspace for Wealth Advisors Quickstart Guide View description
PDF for download .
Factsheet: Refinitiv Workspace for Wealth Advisors View description
PDF for download .
Factsheet: Portfolio Analytics View description
PDF for download .
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Factsheet: ESG Data and Solutions from Refinitiv View description
PDF for Download .
Factsheet: Refinitiv Stock Reports Plus View description
PDF for download .
Shortcode Reference Card (User Guide) View description
A list of all the shortcodes, shortcuts and quick references for Refinitiv Workspace for Wealth Advisors. PDF for download .
Useful Apps and Capabilities (User Guide) View description
Provides an overview of the top apps and capabilities available in Refinitiv Workspace for Wealth Advisors, highlighting content and workflow tools. Includes screenshots of the Apps with specific functionality highlighted, top tips and how to access the Apps. PDF to download .