Back Office Operations Functional Training Path

Course title
Back Office Operations Functional Training Path
Duration
5 days
Audience
Partners
Customers

Overview

This course offers you a comprehensive description of the BO Operations functionality and utilization. The modules on which the training program focuses are BO Trade Management, BO Settlement Instructions, BO Confirmations and Payment, Corporate Actions and Collateral Management.


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.

Pre-requisites

Courses:

  • Getting Started with FusionInvest

Course Agenda

• Back Office Trade Management
• BO Settlment Instructions
• BO Confirmations and Payment
• Corporate Actions
• Collateral Management

What's included

Course includes all training presentation materials, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Misys Academy Labs.

Delivery dates

September 4th – September 8th 2017