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  • 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 .

  • 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. .

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  • 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 .

  • Monitoring ESG Data - (2:00) View description

    The ESG App in Refinitiv Workspace for Wealth Advisors provide you with detailed analysis of a company's ESG performance. Learn about the coverage across the three environmental, social, and governance pillars. Access a full range of as reported company data points to summary scores and get more and how to perform peer comparison. .

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