The CTM Client-Facing Dashboard is a tool available to investment manager clients for configuring and maintaining matching profiles and Broker Matching Groups (BRMGs)—both essential components in the matching process.

Matching Profiles

The criteria used by the CTM service to determine whether a trade submitted by an investment manager should match with the trade submitted by its counterparty. This criteria is chosen by the investment manager and all matching profiles are set up and configured using the Dashboard.

Broker Matching Groups (BRMGs)

The investment manager must identify the counterparty on each trade sent to the CTM service and this information is a Level 1 (L1) matching field. Therefore, it must match with the identifier of the sending broker. The CTM service provides BRMG functionality to facilitate this process where the investment manager uses one identifier that corresponds to multiple broker entities.