Watch the videos in this section to learn more about matching profiles.
Videos—Matching Profiles (Investment Managers)
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- Category: CTM Client-Facing Dashboard
Watch the videos in this section to learn more about matching profiles.
As an existing user of CTM, the below resources can help you extend yo...
Watch the videos in this section to learn more about Confirm Archive for th...
As someone who hasn't previously used CTM to support your day-to-day operat...
Watch the videos in this section to learn more general Confirm Archive func...
Watch this short, introductory video to learn more about all of these benef...
DTCC’s Institutional Trade Processing (ITP) service suite has its origins...
The following documents review the place of the CTM service in the trade li...
Notification of SSI data managed by GCD is performed in exactly the same ma...
In summary, to leverage all of the latest updates you should: 1. Set up SS...
Yes, we are currently maintaining a list of all buy and sell side clients w...
ALERT Key Auto Select (AKAS) functionality enables rules-based enrichment o...
CTM, along with other products in the Institutional Trade Processing servic...
Yes. In order to match trades through the CTM platform you need to have at ...
Yes, OASYS-only Investment Managers will need to sign a CTM schedule. ...
Enrichment using the standard ALERT enrichment process allows both broker/d...
No, TradeSuite ID is not being decommissioned. DTCC confirms will continue ...
The broker needs to engage with DTCC integration to setup Match Advisor. Th...