Training for Refinitiv
financial and risk products

INVESTMENTVIEW+

INVESTMENTVIEW+ VIEW

  • Thomson ONE Wealth Tools: InvestmentView Profiles and Reports View description

    This course covers the following topics:

    • Creating Your Profile Report (2:00)
    • Viewing Profile Information (3:00)
    • Rolling Periods Illustration (3:30)
    • Exposure Report (2:30) more
    • High-Low Report (2:20)
    • Price & Distribution Report (3:40)
    • Screening for a Fund, Annuity or Stock (4:40)

  • Thomson ONE Wealth Tools: InvestmentView Hypothetical Illustrations View description

    This course covers the following topics:

    • Step 1: Select Securities (2:00)
    • Step 2: Initial Settings (1:40)
    • Step 3: Strategy Settings (1:50)
    • Step 4: Fees and Taxes (2:00) more
    • Step 5: Report Settings (1:00)
    • Step 6: View Illustration (1:00)
    • Step 7: Create Report (1:20)

  • Thomson ONE Wealth Tools: InvestmentView Calculators View description

    This course covers the following topics:

    • The Retirement Calculator (6:10)
    • The College Calculator (6:10)
    • The Goal Calculator (2:50)
    • The Future Present Value Calculator (3:00) more
    • The Tax Free Equivalent Yield Calculator (1:50)
    • The 72t Calculator (2:40)
    • The RMD Calculator (2:30)
    • Changing Your Calculator Preferences (5:50)
    • Working with Saved Plans (1:10)

  • InvestmentView + Sneek Preview
    Scheduled Expert Led Training
    View description

    Password: welcome Join us for a live demo of our new InvestmentView offering, InvestmentView+ - offering the best loved features in and updated web-based product. During the session we will cover the basic functionality of Planners (Retirement), Our Screener (Product Catalog Basic), and our more reports: Hypothetical, High/Low, Prices and Distribution, Profile Report, and our Scatter Chart. We will also cover information on how to migrate to the new solution.  

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  • Getting Started with InvestmentView+ View description

    Complete this course to learn more about InvestmentView+, how to create Education, Retirement and Goal Plans. Learn how to create different types of reports.

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