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User Interface 4.0

The CTM User Interface 4.0 (CTM UI 4.0) is available to all existing users of the CTM User Interface. It offers improved functionality and security while it is even easier to use. There is also no need for Java to access this version of the user interface. 

Transition to the new interface is straight forward, flexible and cost-free. Users can access both their existing version of the CTM UI and CTM UI 4.0 at the same time, allowing users to decide when to begin the transition to UI 4.0. This helps to bridge any gaps in functionality that have not yet been built and gives both users and organizations full control and flexibility of when and how to begin the transition.

The CTM UI 4.0 benefits at a glance are:

  • No client-side Java dependency
  • Performance optimization
  • Improved end user experience
  • Refined UI security
  • Ability to break cross-paired trades and pair with the correct trade
  • UI 4.0 can be used in parallel with older versions of the CTM UI



View content below to find more information about how to upgrade, available functionality and documentation and training resources to help get you up to speed.

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Watch this short, introductory video to learn more about all of these benefits and see a demonstration of the CTM UI 4.0.

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The UI 4.0 is available to all current CTM users. Follow the steps below to get access:

  1. Go to (Production) or (Client Test).
  2. Log in using your existing CTM User ID and Password.
  3. You will be logged into the CTM UI 4.0. Your User ID will be permissioned with the same actions you have available when logged into your existing user interface.
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In the below table you can see a full list of all functionality available in the CTM UI 4.0. Any functionality not yet included in the CTM UI 4.0 can still be accessed using older versions of the UI. 

Clicking on the hyperlinks for any of the features below will direct you to the related topic in the online help for the UI 4.0.

Support of Equity and Debt Trades
Trade actions: Force Pair, Force Match, Reject, Cancel, Cancel after MAGR
MISM, NMAT and All Exceptions
Graphical Dashboard for Equity and Debt Trades
Find Trade By Reference Number
Advanced Search
Export to CSV 
View SSIs
Support of inSITE fields
Support of large volume user case
Security enhancements
Can be used in parallel with 2.0 and 3.0 of the CTM UI
Manual entry for brokers
Match Agreed View
Export Match Agreed Allocations to CSV



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For detailed instructions on using all UI 4.0 functionality, you can use the online help. Click on the link below or access this directly from within the UI 4.0 once you're logged in.

UI 4.0 Online Help

 Details about enhancements included in the most recent release can be found in the following document:

pdf CTM UI Product Release Information: UI 4.0 Release 9 (468 KB)