FusionInvest/FusionCapital Sophis Foundation - Back Office Functional
The program includes essential information on how you can achieve and maintain the desired BO workflow (statuses, actions and events) in support of in-house and regulatory business practices, how you can utilize FusionCapital Sophis/FusionInvest BO functionality in order to deploy a customized Confirmations and Payments workflow, the definition of the different types of corporate actions, managed with adjustments in the application and instructions on how to utilize FusionCapital Sophis/FusionInvest Collateral Management Module in order to manage collateral requirements efficiently and effectively.
- A basic understanding of financial markets and securities trading, particularly buy-side objectives
- FusionInvest/FusionCapital Sophis Foundation - Front Office Functional
- BO Trade Management
- BO Settlement Instructions
- BO Confirmations and Payments
- Corporate Actions
- Collateral Management
- Nostro Management and Reconciliations
Course includes all training presentation materials and demos. The demos will be on a live system, through Academy Labs.