Reuters Wealth Manager

In this course, you will learn about:

- Exploring Reuters Wealth Manager
- Reuters Views
- Bond Calculator
- Logging Out
- Help and Support

In this course, you will learn about:

- Flex Overview
- Flex Objects

This course covers the following topics:

Creating a Portfolio (2:44)
Exporting Your Portfolio (1:04)
Editing the Columns in Your Portfolio (2:25)

This course covers the following topics:

Exploring the Lipper Global Fund Screener (2:30)
Custom Search Step 1: Define Your Fund Universe (3:07)
Custom Search Step 2: Filter Your Funds (1:47)
Custom Search Step 3: Compare Search Results (2:45)
The Lipper Quick Search (1:25)
Conducting a Quick Research Search (1:14)
Fund Overview (2:19)
Quantitiative Analysis and Holdings (0:58)
The Price History Chart (1:01)
Indexed Peformance, Percentage Growth, 10000 Reinvested Charts (2:15)
The Rolling Periods Chart (2:15)
Changing Your Preferences (2:05)

Reuters Wealth Manager is a powerful tool with access to the wealth of information that is Reuters Data and News. It is designed to make navigation through market data and news simple and effective and combines a new click-through navigation framework, extensive multi-source pre-build views and a sophisticated multi-asset universe search engine. You are also able to easily build own market views using the Flex Screen.

Course outline:
- Getting started: how to navigate within RWM
- Finding data
- Saving instrument searches
- Creating and saving individual screens
- How to set up a quote lists
- Getting help
- Summary and Q&A