Course Description

Investors utilize a broker to buy or sell an asset using an order type of their choosing. When an investor has decided to buy or sell an asset, they initiate an order. The order provides the broker with instructions on how to proceed. 

 

The Calypso Asset Management solution addresses these requirements in richly featured components and analyses. 

 

The benefits and functionalities of the Calypso Asset Management Solution described in this course include: 

  • Order Generation, which is available direct from the Portfolio Workstation. 

 

Participants will gain hands-on experience defining analyses for defining orders, order workflow, configuring the results in the Calypso  Portfolio Workstation and generating orders. 

 

Course curriculum

  • Order Generation

    • Asset Management : Order Generation

    • Order Analysis

    • Test Your Knowledge