Back Office Operations Functional Training Path
- Course title
- Back Office Operations Functional Training Path
- 5 days
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.
- Getting Started with FusionInvest
• Back Office Trade Management
• BO Settlment Instructions
• BO Confirmations and Payment
• Corporate Actions
• Collateral Management
Course includes all training presentation materials, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Misys Academy Labs.