Available courses

Smartform Training Course

Smartform Training Course

Upon completion of this course, you will better understand how the client web portal works. Topics covered include both what your client will see and how to effectively configure the web client.

SalesIQ Web Training

SalesIQ Web Training

Upon completion of this course, you will better understand how the FrontOffice SalesIQ portal works Topics covered include Front Office and Back Office functions in separate sessions. Additionally, there will also be a session to cover the configuration aspects of your SalesIQ user. 

FxOffice REST API

FxOffice REST API

This module is designed to enable new or existing FxOffice clients in using our REST API. 

FxOffice SOAP API

FxOffice SOAP API

New or existing FxOffice clients will find this module helpful for understanding our SOAP API. The seminars in this series begin by ensuring a solid basic understanding of the FxOffice API and progress to more advanced level API topics. 


Liquidity & Remittance API Integration

Liquidity & Remittance API Integration

This course is designed to enable new or existing FxOffice clients in using our new Liquidity & Remittance integration. The modules in this course are sequenced in a manner which will help with gaining a good basic understanding of the API integration and its usage as well as the scenarios that apply to the workflows enabled by the enhancement. 

Options Course Advanced

Options Course Advanced

This course is designed to enable new or existing FxOffice clients in getting an overview of the Options module prior to doing a deep dive into advanced level Options concepts. The modules in this course are sequenced in a manner which will help with gaining a good basic understanding of the FxOffice Options Module and then into more complicated concepts. 

Options Introduction Course

Options Introduction Course

This course is designed to introduce the FxOffice Options module to new users by maneuvering around booking of a Vanilla option.

OLAP Report Course

OLAP Report Course

The purpose of this course is to walk users through the usage and configuration of OLAP reports in FxOffice. 

FxOffice Training

FxOffice Training

The purpose of this course is to provide enterprise-wide training for all departments and users in your organization. Videos to follow will provide an asynchronous teaching model to help learners gain knowledge of FxOffice modules.

FxO Finance Comprehensive Training

FxO Finance Comprehensive Training

This course covers Finance in FxOffice.  In five very detailed sessions, the course takes on several topics ranging from the GL structure/tools to revenue recognition.  Each section is a deep dive into setup, best practices, audit, and control concepts.  


FxOffice Web Training

FxOffice Web Training

Upon completion of this course, you will better understand how the client web portal works. Topics covered include both what your client will see and how to effectively configure the web client.