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Slide from a module of the SimCorp Dimension course

SimCorp Dimension

From front to back office: static data, transactions, PFC, accounting, data and administration, based on the case of an asset management company.

29
modules
≈ 36 h
of training
€500
the full course, incl. VAT
Start for free

Access: an e-mail address is enough, you receive a sign-in code. Free modules need no bank card.

What you will be able to do

  • Position SimCorp Dimension from front to back office and navigate its windows efficiently
  • Read the reference data: instruments, portfolios, counterparties, currencies and market data
  • Follow orders and transactions: entry, statuses, positions, settlement
  • Use the PFC, accounting, corporate actions, fees, cash management and compliance
  • Extract, import and automate: Data Extractor, imports, batch jobs, reporting
  • Tackle performance, risk, fund accounting, migration and user rights management

Who it is for

Front, middle and back office teams, accountants and administrators at asset management firms who use or are deploying SimCorp Dimension.

Prerequisites

No prerequisites for the foundation modules; the advanced modules assume the earlier ones.

Included

  • Video with chapters
  • PDF slides
  • Marked quiz
  • Verifiable certificate

Programme

Fundamentals

  1. 00Introduction: SimCorp Dimension, from front to back57 min10-question quizFree
  2. 01Navigating: windows, grids, filters, shortcuts1 hr 0310-question quizFree
  3. 02Instrument static data1 hr 1110-question quiz€50 incl. VAT
  4. 03Portfolio, party and currency static data1 hr 0910-question quiz€50 incl. VAT
  5. 04Market data and price profiles1 hr 0910-question quiz€50 incl. VAT
  6. 05The life cycle of a transaction and its statuses1 hr 1010-question quiz€50 incl. VAT
  7. 06Entering and checking everyday transactions1 hr 1010-question quiz€50 incl. VAT
  8. 07Positions and holdings1 hr 1510-question quiz€50 incl. VAT
  9. 08Monitoring a portfolio in the front office: management view, analyses, simulation1 hr 1010-question quiz€50 incl. VAT
  10. 09Orders: place, execute, allocate1 hr 0510-question quiz€50 incl. VAT
  11. 10The PFC: what it calculates, when it runs, where to read its results1 hr 0310-question quiz€50 incl. VAT
  12. 11Accounting basics: accounting frameworks, statuses, entries1 hr 1510-question quiz€50 incl. VAT
  13. 12DEX 1: your first extract1 hr 2010-question quiz€50 incl. VAT

Intermediate

  1. 13Corporate actions: dividends, coupons, redemptions1 hr 1810-question quiz€50 incl. VAT
  2. 14Settlement: instructions, accounts, STP1 hr 2010-question quiz€50 incl. VAT
  3. 15Fees and commissions1 hr 2010-question quiz€50 incl. VAT
  4. 16Treasury: forecasts and liquidity1 hr 2010-question quiz€50 incl. VAT
  5. 17Compliance: pre-trade and post-trade rules1 hr 1210-question quiz€50 incl. VAT
  6. 18End of period: EOP adjustments and balance booking1 hr 2010-question quiz€50 incl. VAT
  7. 19The general ledger: configuring entries and export1 hr 2010-question quiz€50 incl. VAT
  8. 20Importing data: formats, filters, transformations1 hr 2010-question quiz€50 incl. VAT
  9. 21DEX 2: conditions, variables, setups and exports1 hr 2010-question quiz€50 incl. VAT
  10. 22Automating: batch jobs and scheduled processing1 hr 2010-question quiz€50 incl. VAT

Advanced

  1. 23Performance and risk: the middle office tools1 hr 3510-question quiz€50 incl. VAT
  2. 24Fund accounting and NAV calculation1 hr 2010-question quiz€50 incl. VAT
  3. 25Advanced PFC: accounting settings and projections1 hr 2010-question quiz€50 incl. VAT
  4. 26Reporting: data model and reports1 hr 2010-question quiz€50 incl. VAT
  5. 27Migration, environments and configuration transport1 hr 2010-question quiz€50 incl. VAT
  6. 28Users, rights and governance1 hr 0810-question quiz€50 incl. VAT
Start for free

Training a team? Access for several employees, on quotation. admin@axent-consulting.com