FusionInvest/FusionCapital Sophis Foundation - Front Office Functional
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.
- A basic understanding of financial markets and securities trading, particularly buy-side objectives.
- The FusionInvest Proposition
- Set-up and Maintenance Activities
- Front Office
- Asset Classes, Lifecycles and Maintenance
- Data Management
- Back Office
Course includes all training presentation materials and demos. The demos will be on a live system, through Academy Labs.