top of page
All Insights


Trends in FinTech with a view towards SimCorp
We review some of the trends in FinTech 2023, and look at how that stacks up against SimCorp.

Paul Farr Green
Feb 15, 2023


How to Extract Your Data’s Value for More Strategic Benefit
Transform unstructured data trapped in PDFs, emails, and documents into actionable investment insights with AI-powered intelligent automation. Discover how SimCorp's strategic integration with Alkymi accelerates alternatives workflows—from capital calls and distributions to quarterly reports and K-1s—achieving up to 98% faster processing and 10x more output. Learn how machine learning eliminates manual data entry bottlenecks, enables real-time portfolio reallocation decisions

Ebbe Kjaersbo
Feb 3, 2023


Inside SimCorp’s Front Office Strategy
SimCorp is transforming its front office offering to meet the demands of tech-savvy, younger portfolio managers who expect dynamic, interactive experiences. With over 75% of clients using front office modules and real-time IBOR capabilities, SimCorp aims to outperform competitors like Charles River and BlackRock. Key focus areas include alternative investments, cloud-based analytics, ESG data, and expanding in North America through 58+ partner integrations.

Ebbe Kjaersbo
Jan 12, 2023


Tip #20: Four Eyes Approval in SimCorp
Reduce operational risk with SimCorp's Four Eyes Approval process that tracks changes to reference, static, and market data requiring dual approval. Learn how to configure granular field-level controls, exclude priority batch users, and manage approval workflows—while understanding the critical limitation that unapproved changes remain active in calculations. Discover best practices for enabling windows strategically and using Configuration Manager for environment transport.

Ebbe Kjaersbo
Dec 13, 2022


Lightning-Fast Performance in SimCorp
Discover SimCorp's revolutionary Performance Analytics solution that delivers results in seconds instead of hours through in-memory calculations. Learn how this next-generation system eliminates overnight batch processing, reduces database size by over 50%, cuts infrastructure costs dramatically, and provides on-demand analytics with complete flexibility. Explore the roadmap from prototype to production, including GIPS reporting, advanced attribution, and AI-powered insights.

Ebbe Kjaersbo
Nov 28, 2022


Tip #19: SimCorp's Batch Jobs & Queues
Unlock the full potential of SimCorp Dimension Batch Jobs and Queues with these expert tips. Learn how to customize grid views for better navigation, leverage Reference Files for dynamic log naming, troubleshoot with detailed logging, and streamline execution through Batch Queues. From parameter overruling to Communication Server integration, discover practical techniques that will enhance your batch processing efficiency and monitoring capabilities.

Ebbe Kjaersbo
Nov 4, 2022


Vision of SimCorp's CEO Christian Kromann
Hear from SimCorp's CEO Christian Kroman about his vision for the company, why he joined, where he is taking it and how he relaxes.

Ebbe Kjaersbo
Oct 20, 2022


Tip #18: Audit Trail in SimCorp
Optimize SimCorp Dimension audit trails to balance compliance requirements with system performance and database volumes. Learn how to configure which tables are audited—from static data and free codes to generated results—and implement granular auditing by price type to reduce data volumes. Discover strategies for excluding batch users, managing performance impacts, and using audit trail views effectively while maintaining auditor requirements and business oversight.

Ebbe Kjaersbo
Oct 7, 2022


From Cash Forecasting to Financial Reporting
Discover how SimCorp's Investment Forecasting and Alternative Cash Flow Forecasting modules transform cash flow predictions from annual exercises into daily capabilities across all asset classes. Learn how the solution integrates external cash flows, market scenario modeling, and automated rebalancing to create realistic forecasts—from marketable securities to illiquid alternatives. Explore advanced features including Monte Carlo simulations, balance sheet forecasting, simula

Ebbe Kjaersbo
Sep 19, 2022


DC To sponsor NAUS
Dimensional Community is proud to sponsor the NAUS conference in Austin, Texas. We look forward to meeting our North American community!

Ebbe Kjaersbo
Aug 9, 2022


SimCorp® Investment Accounting Service
Explore SimCorp's shift from software provider to technology-enabled investment accounting service provider, competing with traditional custodian outsourcers. Discover how they leverage 70+ accounting principles, achieve 95%+ STP rates through multi-tenant and single-tenant models, and benefit existing clients through continuous R&D improvements. Learn about onboarding timelines, staffing challenges, data management integration, and whether this service makes sense for organi

Ebbe Kjaersbo
Jul 14, 2022


Tip #17: SimCorp Formulas
Master SimCorp formulas with essential best practices for building robust, maintainable code. Learn how to use variables for efficiency and readability, handle data type conversions with todate() and totext() functions, leverage get-functions for cross-table lookups, and implement error handling with try-catch logic. Discover the importance of documentation, understand authorization limitations, and use the "Used In" function to safely manage changes across multiple setups.

Ebbe Kjaersbo
Jun 23, 2022


Tip #16: SimCorp Portal Navigation
Navigate SimCorp Dimension more efficiently with these portal search tips and hidden features. Learn how to extend your screen history beyond the default 5 entries, use wildcards (*) for flexible searches, and switch to "Closest text" mode for fuzzy matching that handles misspellings and word order variations. Discover keyboard shortcuts to quickly access search results and find any screen—even when you can't remember its exact title.

Jesper Gadegaard
Jun 10, 2022


Tip #15: SimCorp Segments and it's challenges
Master SimCorp Segments with essential tips for building efficient search conditions across your system. Learn how to extend segment capabilities with Extra Search Field Conditions, optimize performance with SQL segments, and leverage testing tools to ensure robust queries. Discover best practices for access control, spring cleaning unused segments, and avoiding common pitfalls that can impact system performance and daily batch processes.

Ebbe Kjaersbo
May 27, 2022


Tip #14: Grouping in Asset Manager
Excerpt (for blog preview/summary):
Master custom groupings and aggregations in SimCorp Dimension Asset Manager using formula-based logic. Learn how to create dynamic groupings that combine security data with holding-specific information like model portfolios, understand the unique formula syntax (== for equality, =! for inequality), and leverage instrument type enums for advanced classifications. Discover how to build flexible, on-the-fly analysis without modifying security

Jesper Gadegaard
May 6, 2022


Tip #13: Reconciliation in SimCorp
Master SimCorp General Reconciliation for cash, holdings, transactions, securities, and finance reconciliations. Learn how to configure reconciliation fields with clear naming conventions, use Data Format Setups to transform external data, set up parent-child relationships for bank account balances, and leverage the General Reconciliation Manager for break resolution. Discover how dashboards and alerts create exception-based workflows that prioritize breaks and route them eff

Ebbe Kjaersbo
Apr 19, 2022


Tip #12: Trade Processing in SimCorp
Master SimCorp trade processing with these practical tips on State Control, default values, and bulk transaction management. Learn how to create efficient exception lists for mandatory fields, leverage Conditional Default Value Formulas for advanced automation, and delete large transaction volumes without workspace issues. Whether you're streamlining data entry or managing complex portfolio transactions, these techniques will save you time and optimize your workflow.

Ebbe Kjaersbo
Mar 25, 2022


Tip #11: Task-Based Authorization in SimCorp
Transform SimCorp authorization from department-based to role-based profiles for better security control. Learn how to manage access during employee transitions—like moving from performance to data management—by mapping multiple granular roles to job profiles. Discover strategies for controlled transition periods, preventing conflicts like performance calculation access combined with price update rights, and implementing regular review processes for exceptions and access cont

Rene Rasmussen
Mar 4, 2022


Tip #10: Record Based Authorisation
Protect critical SimCorp Dimension records like batch job setups and segments from accidental changes using record-based authorization across 100+ windows. Learn how to configure granular access control at the record level—setting owners and granting view, update, or delete permissions—while maintaining user productivity. Discover strategies for authorization profile structure, identifying related sub-windows via deep export, and bulk updating permissions.

Ebbe Kjaersbo
Feb 16, 2022


Tip #9: SimCorp Communication Server
Unlock the full potential of SimCorp's Communication Server beyond external connections. Discover how to leverage extraction setups with configurable message types to automate data imports, execute complex SQL queries unavailable in the data extractor, generate custom Word documents, and trigger batch job groups. Learn practical cartridge configurations and XSLT techniques that transform the Communication Server into a powerful internal automation tool for tasks that would ot

Justin Butler
Jan 28, 2022
Our Insights share practical guidance, expert analysis, and real-world perspectives on SimCorp and investment operations. From hands-on tips to deeper reviews of new functionality, we focus on what matters most to teams running and evolving SimCorp One in complex environments.
bottom of page