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As someone who hasn't previously used CTM to support your day-to-day operations for US trades, the below provides you with the following resources:

1. List of certified partners who have already developed an interface from their OMS platform to CTM

2. Onboarding guides outlining the interface options which are available for you to implement a connection to the CTM service

3. Counterparties who already support the matching of US trades on CTM

4. Next steps to begin your move from OASYS to CTM.

 

As someone who hasn't previously used CTM to support your day-to-day operations for US trades, the below provides you with the following resources:

1. List of certified partners who have already developed an interface from their OMS platform to CTM

2. Onboarding guides outlining the interface options which are available for you to implement a connection to the CTM service

3. Counterparties who already support the matching of US trades on CTM

4. Next steps to begin your move from OASYS to CTM.

 

1

Certified Partners

DTCC works to advance industry-learning solutions that help secure and shape the future growth and development of the global financial marketplace. The DTCC Partner Program supports this aim by actively promoting partnership and collaboration with global and regional financial solutions providers to help mutual clients to mitigate risk, achieve market efficiencies and reduce costs. The following list includes service providers that have developed CTM interfaces that meet all DTCC requirements to support trade flows for U.S. settling securities. Please contact them for more information.

Partner Interface Name Partner Type Website
Advent Moxy - CTM OMS www.advent.com
Athena Aura CTM Trading System www.athenasystems.com
Avaloq - CTM Back Office www.avaloq.ch
Bloomberg - AIM CTM OMS www.bloomberg.com
BNP Paribas Securities Services Outsourcer https://securities.bnpparibas.com
Broadridge Paladyne - CTM   OMS  www.broadridge.com
Capco - CTM   Middleware Provider   www.capco.com
Charles River Development - CTM  OMS www.crd.com
Citco Fund Services - CTM Middle Office www.citco.com
Citi-Global Transaction Services Outsourcer www.citi.com
COR-FS - CTM OMS www.cor-fs.com
Enfusion Integrata - CTM Trading System www.enfusionsystems.com
Eze Software OMS - CTM OMS www.ezesoft.com
Eze Software PMS - CTM PMS www.ezesoft.com
Fidessa Buy Side - CTM   OMS www.latentzero.com
Fiserv - Tradeflow CTM OMS  www.fiserv.com
Hedgeserv Corp - Hedgesrv Outsourcer www.hedgeserv.com
InData - CTM OMS www.indataweb.com
IValue - FI from BBG AIM to CTM   Middleware Provider   www.ivalueconsulting.com
Lightspeed - CTM  Middle Office www.lightspeedtdms.com 
Linedata Front Office - CTM  OMS www.linedata.com 
Linedata Global Hedge - CTM PMS www.linedata.com
Misys - CTM PMS www.misys.com  
Murex Asset Manager - CTM OMS www.murex.com
Neoxam - CTM  OMS  www.neoxam.com  
Northern Trust HFS Outsourcer www.northerntrust.com
Northern Trust Company IOO Outsourcer www.northerntrust.com
Optitrade Singularity - CTM  Middelware Provider www.singularity.co.uk
SimCorp - CTM OMS www.simcorp.cpm 
SmartStream - CTM Middleware Provider www.smartstream-stp.com
State Street IMS Limited Outsourcer www.statestreet.com
SS&C Financial Services Outsourcer www.ssctech.com
Thinkfolio - CTM PMS www.ihsmarkit.com

 

2

Onboarding Guides

The following guides provide the tasks and timeline for the different options available to investment managers who are looking to implement the CTM service.

 

CTM Onboarding Guides - Investment Managers

#NameDescriptionAdded On
1
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Onboarding Guide for CTM FIX with ALERT: Investment ManagersOnboarding Guide for CTM FIX with ALERT: Investment Managers

Describes the onboarding tasks and timeframes to implement the CTM service using Financial Information eXchange (FIX) with ALERT

Jun 10, 2019
2
0.00 ( 0 votes )
Onboarding Guide for CTM Direct with ALERT: Investment ManagersOnboarding Guide for CTM Direct with ALERT: Investment Managers

Describes the onboarding tasks and timeframes to implement the CTM Service using Direct XML with ALERT

Apr 29, 2019
3
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Onboarding Guide for CTM MTI with ALERT: Investment ManagersOnboarding Guide for CTM MTI with ALERT: Investment Managers

Describes the onboarding tasks and timeframes to implement the CTM service using Message Translation Interface (MTI) with ALERT for investment managers.

May 07, 2019
4
0.00 ( 0 votes )
Onboarding Guide for CTM Settlement Notification with ALERT: Investment ManagersOnboarding Guide for CTM Settlement Notification with ALERT: Investment Managers

Describes the onboarding tasks and timeframes to implement the CTM service to use Settlement Notification with ALERT.

Apr 10, 2019
5
0.00 ( 0 votes )
Onboarding Guide for CTM Direct via Event Based Push with ALERT: Investment ManagersOnboarding Guide for CTM Direct via Event Based Push with ALERT: Investment Managers

Describes the onboarding tasks and timeframes to implement the CTM service using Direct via Event Based Push with ALERT.

Aug 01, 2019

 

3

Counterparties Supporting US Trades

A full list of brokers who are already supporting US trades on CTM can be found in our support area, ServiceCentral, under Reference Material - Client Lists - Brokers Supporting US Trades on CTM

 

4 - Next Steps

Next Steps

To kick off your migration project, please contact us via ServiceCentral or contact your Relationship Manager directly.

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