CapitalWave for financial institutions
Use analysis tools and controlled simulations to support professional development, internal exercises, and discussion of financial decisions. Select products around the work your teams need to understand.
Discuss your requirements Get your evaluation packExplore fixed-income, derivative, portfolio, and equity concepts with the analyzer suite.
Use CapitalBOS to investigate settlement exceptions, reconcile records, and review operational controls.
Discuss access, instructor responsibilities, reporting, and delivery requirements before choosing a license.
Your audience evaluation pack
A learning, operations and procurement worksheet for testing a representative decision and documenting what must be confirmed before an institutional deployment.
Download the financial institutions pack (PDF)Bring the learning lead, a relevant desk or operations specialist, and the owners of procurement, technology and data review as needed.
Settlement exceptions, control rationale and reconciliation
Fixed-income pricing and rate-risk interpretation
Derivative sensitivities and hedge reasoning
Allocation, concentration and portfolio-risk discussions
Equity valuation assumptions and model interpretation
For facilitated trading and market experiences, explore CapitalCMS, CapitalFITS, CapitalFTS and CapitalPMS and confirm delivery arrangements.
A suggested evaluation activity
Use the fictional matched-but-unsettled trade example. Receiving instructions require verification and no movement is confirmed. Ask a participant to identify the evidence gap, explain the controlled review and distinguish release approval from settlement. Suggested planning time: 40-60 minutes; confirm the actual scenario rules in the demonstration.
Try the public exampleParticipants identify missing evidence, explain controls and separate approval from confirmed movement and reconciliation.
Inspect how an instructor reviews attempts, debriefs and available exports for the selected product and release.
Request the applicable security, privacy, retention, hosting and access information; do not infer these from the public examples.
Agree participants, facilitators, concurrency, time period, support owners and acceptance criteria before wider use.
In your downloaded worksheet, record the product, outcome, evidence observed, open questions, decision owner and next review. Choose whether to proceed, resolve gaps or defer. Agree access and commercial scope before wider use.
Simulation evidence supports learning discussion and does not establish regulatory compliance or professional competence. Market examples are not comprehensive jurisdictional rulebooks. SSO, integrations and service levels require explicit confirmation.
Plan an evaluation conversationSuggested activities use fictional inputs. This pack is an evaluation worksheet, not a product license, compliance attestation or guarantee of availability.
Practical implementation
Use the analyzer suite for analyst development and CapitalBOS for operational decision practice. Facilitated market exercises can use CMS, FITS, FTS or PMS, subject to confirmed product availability and delivery requirements.
01
For analysts, choose a pricing, valuation, hedging or allocation task and require an explanation of assumptions. For operations teams, choose an exception, control or reconciliation decision that participants must defend.
02
Run the chosen workflow in advance, agree starting assumptions and define what a sound explanation looks like. Confirm who supplies facilitation, participant instructions and the debrief; these responsibilities belong in the implementation scope.
03
Start with a representative group and a fictional case. Test account access, devices and the selected instructor workflow. Confirm participant numbers and facilitation arrangements before expanding to a wider team.
04
Inspect the available participant records and reporting, debrief recurring issues and agree any follow-up practice. Set acceptance criteria for access, activity completion and reporting before wider rollout.
Ask participants to compare a base valuation with a changed discount rate, yield curve, volatility or allocation. Collect the outputs and a short explanation of the decision, sensitivity and model limitations.
In CapitalBOS, review the exception rationale, control decisions and available saved debrief. For each selected product, demonstrate the reports and exports actually required by the team. Product records support development discussions; the institution decides how to assess competence.
Licensing and responsibilities
A written proposal should identify the products, intended users, access period, delivery model and implementation responsibilities. Bring your procurement and security requirements to the evaluation.
Specify teams, locations, participant and facilitator numbers, exercise frequency and expected concurrent use. Confirm who leads facilitated sessions and what preparation or delivery services are included.
Agree account management, reporting requirements, learner-record handling and support contacts. Confirm requested institutional SSO, LMS connections or custom reporting explicitly; they are not assumed portfolio features.
Agree a pilot activity, observable acceptance criteria, implementation dates, escalation routes and support expectations. Confirm changes to scope before wider deployment.
CapitalFIA
Explore fixed-income concepts through interactive analytics, guided labs, and portfolio exercises. Connect bond calculations with the decisions behind them.
Explore CapitalFIACapitalODA
Connect options, futures, forwards, and swaps with valuation, payoff analysis, and hedging practice. Explore how changing assumptions changes risk.
Explore CapitalODACapitalPAS
Explore portfolio construction, diversification, performance, and risk through interactive analysis and learning activities.
Explore CapitalPASCapitalEQA
Practice equity valuation using connected financial models and fictional company examples. Compare the conclusions and explain why they differ.
Explore CapitalEQACapitalBOS
Investigate fictional trade, cash, custody, and corporate-action records. Practice operational controls, resolve exceptions, and explain the reconciled outcome.
Explore CapitalBOSPrepare for the conversation
We will discuss the products, access period, users, and support you need. Availability and commercial terms are confirmed in your proposal.
Request a licensing discussion Download evaluation resourcesQuestions and answers
The analyzers support pricing, valuation, hedging and allocation exercises; CapitalBOS supports exception, control and reconciliation practice. Start with the role and decision to be practiced, then review the participant evidence and facilitator workflow in a controlled pilot.
Related informationNo. Account management, institutional SSO, LMS connections, custom reporting, onboarding and service levels require explicit confirmation for the selected products. A portfolio listing does not establish those features or contractual commitments.
Related information