Thomson Reuters Wealth Management is the leading provider of intelligent information services to financial advisors. Our innovative solutions and high-value content provide valuable intelligence to power the investment process. Our solutions go beyond basic market data by offering knowledge more and tools to help you generate smart investment I ideas and enhance client management. Learn about the capabilities of the suite of Thomson ONE Wealth solutions and what they bring to you as an Investment Professional. Total Running Time 5:18
Learn about the key benefits of Thomson ONE Wealth on the Smart Client Platform for you as a Wealth Management professional. How can you get quick access to the value-add information you need? This video covers ease of navigation and customization. Total Running Time 5:36
This course covers the following topics:
Document Thomson ONE Wealth Smart Client: How to Import Workstation Settings (PDF)
Learn how to successfully navigate Thomson ONE Wealth Smart Client and customize the application and your screens. Understand how to convert your existing screens, as well as successfully migrate and install Thomson ONE Wealth Smart Client.
Learn basic navigational skills and how to manipulate your workspace to reflect your needs. Find out how to effectively use the symbol guide, symbol lists, news and charts, and enhance your ability to pull in the data relevant to your workflow.
Manipulate real-time dynamic and historical quotes in Microsoft Excel with the Thomson ONE 5.0 Excel add-in feature
Watch the markets move in your charting package and add technical indicators for deeper analysis. Use the pre-set studies or create your own custom charts. Tailor your charts to deliver the detail you need.
Get the most out of your news by exploring the multiple news displays in your workspace. Learn to retrieve news on the symbols in your Symbol List as well as by category and keyword searches. Discover how to create and save your own customized news searches
Reuters Insider is a powerful new video experience that gives financial professionals the ability to go beyond the news headlines and access in-depth analysis on the markets they follow. Watch this video to learn how to add Reuters Insider to you Thomson ONE Workstation. Total Running Time 1:48