FusionInvest/FusionCapital Sophis Foundation - Front Office Functional


Duration:
Audience:

Overview

The course provides comprehensive and a practical introduction into how FusionInvest/FusionCapital Sophis streamlines the complexities of deal processing, portfolio management and cross-asset class exposures.

Upon successful completion of this course, participants will be comfortable with:

  • The set-up activities, including user preferences, workflow design and the deployment of static and market data.
  • Front-office functionality, including trade capture and processing, position management and reporting.
  • Back office functionality, including cash management and reconciliation.

Pre-requisites

A basic understanding of financial markets and securities trading, particularly buy-side objectives.

Course Agenda

  • The FusionInvest Proposition
  • Set-up and Maintenance Activities
  • Front Office
  • Asset Classes, Lifecycles and Maintenance
  • Data Management
  • Back Office

What's Included

Course includes all training presentation materials and demos. The demos will be on a live system, through Academy Labs.