Training

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

REFINITIV WORKSPACE FOR WEALTH ADVISORS

QUICK REFERENCE CARDS VIEW

  • Refinitiv Symbology Card - (2:00) View description

    Use the Refinitiv Symbology Card to help you easily find inforamtaion using the relevant Refinitiv Instrument Code or RIC. This reference card covers a wide range of instrument types, whether you are looking at Indices, Equity, Fixed Income, Commodity, FX, Futures and Options .

  • The Screener App (SCREEN) - (2:00) View description

    The Screener App in Refinitiv Workspace for Wealth Advisors is aa powerful, flexible and intuitive idea generation tool, allowing you to identify a a group of securities that meet your investment objectives. Use this quick reference card to learn more .

  • The Fund Screener (FSCREEN) - (2:00) View description

    Fund Screener is a flexible and intuitive tool which aids the investment/wealth manager in the generation of ideas and strategies in line with investment objectives dictated by the firm and/or clients. Use the screening and reporting features such as sorting, grouping and conditional formatting more to identify a fund universe that aligns with the determined strategies. Use this quick reference card to learn more .

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  • Advanced Charting - (2:00) View description

    Understand how to effectively use the Advanced Charting app in your day to day workflow. It allows Wealth users to visualize historical price data for a number of cross-asset instruments, including stocks, bonds, FX, funds and more. Use this quick reference card to learn more .

  • Monitoring Portfolios: PORT - (2:00) View description

    Refinitiv Workspace for Wealth Advisors provides you with access to a multi-asset Portfolio Analytics solution PORT. Learn how to easily construct portfolios, monitor positions, evaluate portfolio performance and risk, and create custom reports and templates. Use this quick reference card to more learn more. .

  • Monitoring Portfolios: DASH - (2:00) View description

    The Dashboard App (DASH) within Portfolio Analytics in Refinitiv Workspace for Wealth Advisors, provides you with the ability to easily monitor performance and exposure across your universe of portfolios in a single snapshot. Use this quick reference card to learn more. .

  • Monitoring Portfolios: Intraday (INTRA) - (2:00) View description

    Portfolio Intraday (INTRA) allows users to monitor a multi-asset portfolio in real time throughout the day. Accompanied by key visualizations, it enables you to make timely, effective decisions on your portfolio. Use this quick reference card to learn more. .

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

    The Watchlist Pulse (PULSE) app allows you to monitor significant activity for critical data sets. User settings can be easily configured and intelligent analytics are used to ensure the most significant information is shown allowing you to focus quickly on what's important in relation to more your watchlists or portfolios. Use this quick reference card to learn more. .

  • Stock Reports Plus (SRPLUS) - (2:00) View description

    The Stock Reports Plus (SRPLUS) app in Refinitiv Workspace for Wealth Advisors uses a proven ratings system to optimize your stock selection process and to generate compelling investment ideas. Access Summary and Idea Generation Reports. Use this quick reference card to learn more .

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