Quick Start Guide

Quick Start Guide

A My Business ? The Home Page

1 A

2

3

4

5

1 My Account Click through to manage your preferences, including your User Profile, Alerts, subscriptions to Daily Digests and Company Lists.

2 Real Time News Provides the very latest news headlines on what is moving the Markets. View headlines or click to view full stories.

3 Videos View markets and practice management videos selected by the Dow Jones Wealth Management Editorial Team and supplied by Dow Jones and Fox Business News.

6

4 Columns

Columns include Market Talk ?

providing insights, commentary and

7

8

forward- looking analysis ? and Heard

On The Street ? a real time news

column.

5 News Alerts Click through to view your latest customized Alert results. Instructions for creating Alerts can be found on page 8.

6 Financial Adviser Blog News and insights specifically for financial advisers, wealth managers and their clients.

7 Persistent Dock Continually access Search, Real Time Scrolling News and Market Data (approximate 15-minute delay).

8 Search Boxes Search for Real Time News, Publications, Web News and Multimedia using keywords, company names, executives or stock symbols. Change the Search drop-down from News to Quotes to see Quotes and Profiles on U.S.-listed companies, mutual funds, ETFs, and major indexes.

? Dow Jones and Company, Inc. All rights reserved.

1

SEGMKTG-10-12877

B Markets Tab

Markets includes information geared toward the transaction-oriented financial adviser. Key sources of Markets information include: Dow Jones News Service commentary, Wall Street Journal print and online, Barron's print and online, Smart Money print and online, and MarketWatch.

B 1

2

Scroll down on the

Markets page to view

the news ticker.

3

4

5

1 Top Stories View content and tools filtered for the way advisers transact business in the following categories: Investing, Economy, Deals, Industries, Stock, Bonds, Mutual Funds and ETFs.

2 Video View video selected by the Dow Jones Wealth Management Editorial Team on market-moving topics.

3 Columns Includes prominent columns from The Wall Street Journal, Barron's, Dow Jones Newswires, SmartMoney and MarketWatch.

4 News Radar At a glance, see a visual representation of available news content on companies of interest to your business. Click on a box on News Radar to get the five most recent news headlines. Includes predefined indices lists, or you can define your own list by clicking on Create List.

5 News Ticker Provides a quick look at headlines by global region. Uncheck the boxes to change the filter. Click a headline to view the full article.

? Dow Jones and Company, Inc. All rights reserved.

2

SEGMKTG-10-12877

Markets Tab Continued

1 Studies

Integrated on most landing

pages, click through to the

1

Light Box view for Talking

Points and news.

2

2 Most Mentioned Quickly view top companies, people and subjects making headlines in the market.

Workflows within the Markets Tab are designed to help you engage easily with your clients. For example:

1

2

3

4

1 View an article summary.

2 Click to reveal the full article.

3 Obtain quote information on highlighted companies within the article.

4 From the quote, click View Profile to access the Company Profile, which includes Talking Points providing highly-structured summaries of developments in markets that are moving.

Talking Points are also accessible on many of the landing pages in Tools & Analysis and in the Light Box view of many studies on the Markets landing pages.

? Dow Jones and Company, Inc. All rights reserved.

3

SEGMKTG-10-12877

C Practice Management

Features carefully-curated commentary for the financial adviser who requires information on managing and growing his or her business or practice. Key sources of information are Dow Jones Newswires, The Wall Street Journal, Barron's and Dow Jones Wealth Management editorial staff, writing exclusively for the wealth manager.

C

1 2

3

4

5

1 Launch Points to Editorial Topic Centers Relevant practice management content covering Retirement Planning, Financial Planning, Taxes and Small Business.

2 Editorial Collections View our editors' selected articles written by more than a dozen reporters dedicated to Wealth Management practice topics.

3 Videos Video selected by Dow Jones Wealth Management Editorial Team on market-moving topics.

4 Daily Digests Choose daily delivery of commentary and analysis content on topics such as Financial Planning, Practice Management, Retirement Planning and Taxes. See page 9 for instructions on how to set up Daily Digests.

5 Wealth Industry News Radar Quickly see where Wealth Management news is focused through a graphic visual representation that helps you navigate through the daily onslaught of news, filtered for topics of interest.

? Dow Jones and Company, Inc. All rights reserved.

4

SEGMKTG-10-12877

D Tools & Analysis

Features a Markets Overview page, a deep Study Library, Advanced Charting, Screeners, Calendars and analysis of Industries and Sectors.

D

1

2

3

Note: Tools & Analysis is

included with the Markets

Entitlement; not available for

the Practice-only entitlement.

1 Market Analysis Overview Get a quick analytical snapshot of what is happening in the market globally.

2 Studies View a Study Library containing a deep gallery of advanced charts, tables and graphs; available on the Studies tab.

3 Talking Points Serves up the most important facts on each of the Overview pages, plus Talking Points on all U.S.-based equities. Talking Points are quick facts that an adviser can use to communicate the financial impact of major events to clients.

4 Calendars View calendars including U.S. Economic, G7 Economic and Earnings calendars.

4

? Dow Jones and Company, Inc. All rights reserved.

5

SEGMKTG-10-12877

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download