CTM Client-Facing Dashboard

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.

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Video—Access the CTM Client-Facing Dashboard

Step-by-step instructions to access the CTM Client-Facing Dashboard.

Videos—Matching Profiles (Investment Managers)

Watch the videos in this section to learn more about matching profiles.

Outline

CTM: What is a Matching Profile?

1. CTM: What is a Matching Profile?
2. CTM: How to Create a Matching Profile using the CTM Client-Facing Dashboard
3. CTM: How to Edit a Matching Profile Using the CTM Client-Facing Dashboard
4. CTM: How to Look Up Your Matching Profile Settings

Videos—Broker Matching Groups (BRMGs)

Watch the videos in this section to learn more about BRMGs.

Outline

CTM: What is a Broker Matching Group (BRMG)?

1. CTM: What is a Broker Matching Group (BRMG)?
2. CTM: How to Create a Broker Matching Group (BRMG) Using the CTM Client-Facing Dashboard
3. CTM: How to Edit a Broker Matching Group (BRMG) Using the CTM Client-Facing Dashboard
4. CTM: How to Distribute a Broker Matching Group Using the CTM Client-Facing Dashboard