Getting Started with LSEG Workspace for Wealth Advisors* (EN MS Teams)
In this session, we’ll provide an overview on how to navigate effectively through LSEG Workspace for Wealth Advisors. Please see agenda for further details.
Agenda
- Introducing LSEG Workspace desktop vs. Web Access
- Basic Navigation, Settings and Search Capabilities.
- Creating, Editing and Saving a Layout with key apps (Monitor List, Quote, Chart, News and Overview pages)
- Brief intro to other key apps
- Find Additional Help & Training and Feedback
*For Clients in Hong Kong only: it is an eligible CPD course approved by Treasury Markets Association (TMA). Participants who attended the course can apply for a 1-hour CPD activity from TMA.
