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

Thomson Reuters Eikon Wealth Management'a başlangıç olarak, mevcut sayfalarınıza erişimi sağlayın ve bu sayfalarda gezinmenin sizin için ne kadar kolaylaştırdığımızı keşfedin.
Bu dersin sonunda, ilgili verileri bulmak, rehberleri ve araçları kullanmanız mümkün olacaktır.

Thomson Reuters Eikon Wealth Management ile başlamak için, mevcut sayfa gezinmek için bunu nasıl yapmış çok daha kolay erişim ve keşfetmek nasıl öğrenin.

İçerik
- Eikon Wealth Management'ın kilit öğelerini ve yararlarını anlamak
- Varlık Yönetimi için farklı varlık sınıfları arasında kolayca veri ve haber bulmak için Eikon üzerinde gezinmek
- Kendi özelleştirilmiş ekranlarınızı oluşturup, kaydetmek
- Thomson Reuters Eikon Excel

Thomson Reuters Eikon for Wealth Management, dünya çapında haberler ve detaylı fonları ile birlikte, küresel ve yurt içi piyasalarda tam genişliği, servet yöneticileri ve danışmanları için özel olarak dizayn edilmiştir. Thomson Reuters Eikon sezgisel veri, haber, önceden tanımlanmış görünüm ekranları ve analitik araçları ile bu geniş yelpaze erişimine nasıl sağladığını öğrenmek için bu oturuma katılın.

İçerik
- Thomson Reuters Eikon for Wealth Management'ın Faydaları
- Arama ve navigasyon
- Küresel Fon Screener ve Portföy Tracker
- Anahtar Araçlar
- Thomson Reuters Eikon Excel Kullanımı

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