Confirm Disclosure—Omgeo inSITE®

Omgeo inSITE® is a web-based repository for storing confirmation disclosures. It allows broker/dealers to post their disclosures to the Omgeo inSITE web site based on established enrichment profile crtieria that generates a reference number unique to that specific disclosure document. The Omgeo CTM and TradeSuite ID confirm submitted by the broker/dealer is then enriched with the Omgeo inSITE URL and reference number assigned to the relevant disclosure. Investment managers and parties to the trade can then use the URL and reference number to view the confirm disclosure associated on Omgeo inSITE.

Providing the confirm disclosure with the trade confirm reduces costs for the broker/dealers, since they can eliminate the mailing of paper confirms.

Use the following resources to learn more about how Omgeo inSITE works:



Watch the videos in this section to learn more about Omgeo inSITE.

Playlist

Omgeo inSITE: Overview of Omgeo inSITE and its Workflow

  • 1. Omgeo inSITE: Overview of Omgeo inSITE and its Workflow
  • 2. Omgeo inSITE: How to Navigate
  • 3. Omgeo inSITE: How to View Disclosures Using Omgeo inSITE
  • 4. Omgeo inSITE: How to Upload and Maintain Disclosure Documents
  • 5. Omgeo inSITE: Using the Maker/Checker Workflow for Document and Profile Changes
  • 6. Omgeo inSITE: How to Add and Maintain Profiles