Thomson Reuters Eikon for Wealth Management

Thomson Reuters Eikon for Wealth Management is the strategic solution for Wealth Management professionals. It’s your go-to-source for critical market monitoring content, analysis and insight. It offers an intuitive user experience that’s is flexible and highly customizable. Watch this video to learn more...

Total Running Time: 6:51

In todays markets it is essential to stay informed all of the time. With Thomson Reuters Eikon for Wealth Management you can easily gather all relevant data and information in one single display. In this course you will learn how to access your existing sheets and explore the fascinating new elements of Thomson Reuters Eikon for Wealth Management.

Course outline:
- Key benefits
- Logging on and getting started
- Searching for data
- Thomson Reuters Eikon Excel

In this course you will learn:
- Features and Functions
- About the Home Page
- How to Log In

In this course you will:
- View Asset- and Country- specific data
- Use the Global Funds Screener
- Use the Portfolio Tracker
- Create a Flex Sheet
- View Detailed Company Data

In this course you will learn to:
- Search by Key Word
- Search by Code
- Add Your Own Criteria to Advanced Searches

In this course you will:
- Access and Search Reuters News
- Use the Advanced News Search
- View Top News
- View News on Significant Developments

In this course you will:
- Save a Useful Page to favorites
- Manage Favorites
- Create Alerts for Prices and News
- Edit the Real-Time Ticker

In this course you will explore all the charting features of thomson Reuters Eikon for wealth Management charting.
- Explore Basic Charting Functionality
- Custonize Charts
- Working with Chart Data and Analysis
- Access Charting Help

By the end of this elearning, you will be able to:
- Download the Excel Add-In
- Convert Existing Spreadsheets
- Access and Use the Function Wizard
- Build a Spreadsheet with Real-Time and Fundamental Data
- Manually Edit Companies
- Access Help

Introduction to the Key Benefits of Thomson Reuters Eikon for Wealth Management.

Total Running Time 3:07

This On Demand video introduces key tools in Thomson Reuters Eikon for Wealth Management to help optimize your workflow. Learn how to access our wide range of Lipper Fund data, set Alerts and utilize the Portfolio Tracker to monitor client portfolios.

Total Running Time 2:51

Top News now offers access to “Investment Strategy News”. Rather than just delivering a stream of breaking news, it delivers robust, actionable insights and analyses more relevant to you as an investor. Utilize to generate fresh investment ideas and inform your portfolio decision-making by bringing the best investment focused content into one place.

Total Running Time 3:03

Learn how to get started with Thomson Reuters Eikon for Wealth Management, access your existing sheets and discover how much easier we have made it for you to navigate. At the end of this course you will be able to find relevant data and to navigate to related stories, guides and tools.

Course outline:
- Understand the key benefits and components of Eikon for Wealth Management
- Easily navigate Eikon For Wealth Management to find data and news across different asset classes
- Create and save your own customised screens
- Thomson Reuters Eikon Excel

Thomson Reuters Eikon for Wealth Management has been designed specifically for wealth managers and advisors, who demand the full breadth of global and domestic markets, along with world-class news and detailed funds. Join this session to learn how Thomson Reuters Eikon intuitively provides access to a wide variety of data, news, pre-defined overviews and analytic tools.

Course outline:
- Benefits of Thomson Reuters Eikon for Wealth Management
- Searching and navigation
- Using the Global Fund Screener and Portfolio Tracker
- Key tools
- Using Thomson Reuters Eikon Excel

As a wealth Management professional access to timely cross asset data is crucial. Providing you with the information you need to help with the generation of Investment ideas. Commodities and Energy data is easily accessible in Thomson Reuters Eikon for Wealth Management.

Total Running Time 4:01

Keep up-to-date with Corporate events and Economic events historically and looking forward. Know how to access event details, audio and company guidance. Learn how to add events to your calendar.

Total Running Time 6:13