CapitalBOS · Operations simulation
A matched trade is only the beginning.
Investigate fictional trade, cash, custody, and corporate-action records. Practice operational controls, resolve exceptions, and explain the reconciled outcome.
Public application access is not currently live. Contact CapitalWave about demonstrations and availability.
Explore the experience
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Review source evidence, make controlled corrections, manage deadlines, and reconcile simulated movements.
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Assign exercises, import class rosters, pace classroom work, and inspect learner attempts with instructor tools.
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Use saved debriefs, score explanations, instructor observations, and CSV exports to support discussion and feedback.
An example learning activity
Investigate a settlement exception using the supplied trade and operational records. Identify the control or instruction preventing settlement, then explain the resolution in the saved debrief.
Inspect the trade and source evidence.
Resolve the exception through the required controls.
Reconcile the outcome and explain your decisions.
Try a two-minute example
Use fictional inputs to explore one concept. This short illustration is separate from the full product; access and demonstration availability are confirmed with CapitalWave.
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A worked teaching example
40–60 minutes · Suggested activity time
Fictional teaching case: trade economics match, but receiving instructions require review. The case record contains no confirmed securities or cash movement. This sample is not a shipped scenario identifier or a jurisdiction-specific rulebook.
Identify missing evidence, record the issue, seek the required controlled approval and determine what must be confirmed before a reconciled outcome can be recorded. Discuss the response if the cutoff is missed.
Evidence to collect: Submit an exception note, control rationale and evidence checklist. This illustrative activity does not assign a platform score.
Record what is known, what remains unconfirmed and why a release is or is not justified. Use the selected platform scenario's actual rules and debrief criteria during a demonstration.
Separate matching, approval, asset movement and reconciliation. An approval alone does not establish that settlement occurred.
Fictional teaching illustration, prepared for evaluation. This is not an exported learner record or a claim that the exact activity is preloaded in the platform.
Download activities and integration guidancePublic application access is not currently live. Contact CapitalWave to confirm demonstrations, scenario availability and authorized learner or instructor access. Market settings describe authored examples, rather than comprehensive jurisdictional coverage.
Discuss learner numbers, course timing, instructor requirements, and licensing with CapitalWave. Product access is handled by the individual platform.
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CapitalBOS is the Back Office Settlement Simulator. Learners investigate fictional trade, cash, custody and corporate-action records, work through exceptions and controls, and explain a reconciled outcome. Its focus is operational judgment rather than executing real trades.
Related informationNo. Matching establishes agreement on the relevant trade details; it does not by itself prove release approval, securities or cash movement, or reconciliation. CapitalBOS exercises ask learners to distinguish these stages and identify the evidence needed for the case.
Related informationCapitalBOS supports scenario practice and saved debriefs that can help instructors examine decisions, issues and reasoning. Confirm the selected release’s cohort, inspection and export workflows in the demonstration. A platform score or completed scenario does not independently establish professional competence.
Related informationNo. US, UK and France-focused EU examples illustrate selected operational topics. They are not comprehensive jurisdictional rulebooks or legal advice. Institutions must verify actual market rules, cutoffs, authorizations and controls before applying a lesson to real operations.
Related informationYour curriculum. A practical next step.
Tell us what you teach, who you teach, and what you want learners to demonstrate. We will discuss platform fit and licensing with you.
Explore evaluation resourcesFor education and training. The platforms do not execute real trades or provide investment advice. Exercises and automated feedback support learning and do not by themselves establish professional competence or confer certification.