Getting Started with FusionInvest

Course title
Getting Started with FusionInvest
Duration
4 Days
Audience
Partners
Customers

Overview

The course provides comprehensive and a practical introduction into how FusionInvest 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.

 Delivery method: instructor led: in class and/ or remote

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, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Misys Academy Labs.

Delivery dates

August 28th – August 31st 2017