THOMSON ONE WEALTH

FEATURED TRAINING

THOMSON ONE WEALTH VIEW

Thomson ONE Wealth On The Smart Client Platform (15)

Thomson ONE Wealth Quick Tips (4)

Thomson ONE Wealth Live Training (6)

  • Introduction to Thomson One
    Scheduled Expert Led Training
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    New users to Thomson ONE and those requiring a refresher will come away from this class understanding the organization and layout of Thomson ONE, enabling quick and easy navigation, and customization of symbol lists. Course outline: - Understand the structure of Thomson ONE for effective more navigation - Create a symbol list and insert symbols - Look up a symbol - Modify symbol lists

  • News in Thomson One
    Scheduled Expert Led Training
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    Leverage the news in your Thomson ONE: understand the purpose of the N indicator in the Flex Monitor, define and filter scrolling headlines to retrieve relevant stories, search for news efficiently with the keyword, phrase and category codes searches in Company News, and save pre-defined more searches for future re-use. Course outline: - Understand the N indicator in the Flex Monitor - Define and Filter scrolling news headlines for relevant stories - Maximize your searching capability with keyword, phrase, and category searches in Company News - Add user-defined news pages and sub-pages

  • Charting in Thomson One
    Scheduled Expert Led Training
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    Customize your charts using the charts settings options; add, delete and modify technical indicators; exploit preset studies; and maximize your efficiency with keyboard shortcuts. Course outline: - Customize charts - Add, modify & delete charts - Exploit pre-set studies - Maximize more efficiency with keyboard shortcuts

  • Excel in Thomson One
    Scheduled Expert Led Training
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    Access Thomson ONE data through Microsoft Excel: pull in single or multiple dynamic quotes, historical pricing, and create simple portfolio models using the data. Course outline: - Access Thomson ONE through Microsoft Excel - Download single or multiple dynamic quotes into Microsoft Excel - more Download historical pricing into Microsoft Excel - Create simple portfolio models in Excel using Thomson ONE data

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  • Customization and Configuration in Thomson One
    Scheduled Expert Led Training
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    Increase the speed and ease with which you access information on your Thomson ONE by setting up keyboard shortcuts and hot keys to your frequently-used services. Set drill-down functionalities in your FlexQuote to retrieve relevant information at the click of a button and rearrange pages & more groups to reflect your workflow. Course outline: - Set up of keyboard shortcuts - Hot keys - Drill-downs - Workspace customization

  • Multiple Markets in North America & Thomson One
    Scheduled Expert Led Training
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    The landscape of trading in Canada is changing. Stock exchanges no longer have the monopoly on trading listed stocks. Today, electronic platforms known as Alternative Trading Systems (ATSs) provide investors with a variety of trading forums and serve the entire investment community now more trading all of the TSX and TSX-V listed stocks. With this change comes many questions on data transparency from these market places. This course will be combining power point slides showing statistics on how market share has been divided, along with a practical view using a Thomson One terminal to demonstrate how to access this data from multiple market (independently and in consolidated form). Course outline: - Discover ATS by market share in Canada - View multiple market data independently - View multiple market data in consolidated form

Currently in the News (1)