Training

Refinitiv Workspace Training For Wealth Advisors

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Learn how to use Refinitiv Workspace and make the most of its data and news content

(1:58)

Discover how Refinitiv Workspace can offer a step change in workflow, functionality and performance.

(1:47)

Learn how to install Refinitiv Workspace on your desktop.

(2:34)

Learn how the Navigation Bar and Browser Toolbar offer quick and easy access to key Apps, contents and functions.

(1:55)

Learn how to change your Settings in Refinitiv Workspace. Set your profile from Settings so that the whole experience is tailored to your job role.Change language and theme color. View all the shortcut commands.

(3:11)

Learn how to access existing and pre-defined layouts from the My Layouts menu to monitor different markets. Easily combine data and Apps you want to view using Layouts. 

(2:58)

The improved Search provides instant access to the content that matters the most. Learn how Refinitiv Workspace uses the intelligent auto-suggest so that the results are tailored to the your needs.

Playlist

Learn how to use the Chart App in Refinitiv Workspace which includes key analytical tools. This course includes:

  • The Chart App Overview
  • Introducing the Chart App
  • Using the toolbar
  • Adding Additional Instruments and Customizing the Chart
(2:35)

Learn how to use the Formula Builder to retrieve real-time, fundamental and historical data into Excel.

(1:25)

Learn how to get expert help using Refinitiv Workspace.

(1:48)

Discover how Refinitiv Workspace can offer a step change in workflow, functionality and performance.

(2:01)

Learn how to navigate Refinitiv Workspace when accessed in the Web environment. 

(1:38)

Learn about Settings in Refinitiv Workspace when accessed in the Web environment. 

Learn about Layouts in Refinitiv Workspace when accessed in the Web environment. 

(2:24)

Learn how to get more out of the search capabilities in Refinitiv Workspace when accessed in the Web environment. 

(1:25)

Learn about Support & Feedback in Refinitiv Workspace when accessed in the Web environment. 

A list of all the shortcodes, shortcuts and quick references for Refinitiv Workspace for Wealth Advisors. PDF for download .

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 .

(5:41)

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

(3:53)

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. .

(2:07)

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 this app work for you, making it easier to have those important conversations.