Supporting US trades via CTM is the first step in an evolution to a more seamless, automated trade matching and confirmation platform and is key to helping you connect to over 200 US domiciled investment managers and hedge funds currently sending US securities over CTM. Along with clients such as Wellington, State Street Global Advisors, and Franklin Templeton, the majority of our buy side community plan to start moving their US trades from OASYSTM to CTMTM in 2019 due to a preference for CTM’s central matching workflow, settlement notification, and ALERT® enrichment.
In this area of the Learning Center you can find further information on using CTM to support your US trades, including detailed workflow diagrams, videos and documentation that explain the benefits of using CTM, how you can connect to the service and the additional functionality that is available to you.
The following guides provide the tasks and timeline for the different options available to broker/dealers who are looking to implement CTM.
CTM Implementation Guides - Brokers New!
|1||Implementation Guide for CTM Manual Interface with ALERT New!|
Describes the implementation tasks and timeframes to implement the CTM service to use the Manual User Interface with ALERT.
|Mar 20, 2019|
|2||Implementation Guide for CTM MTI with ALERT New!|
Describes the implementation tasks and timeframes to implement the CTM service using MTI (Message Translation Interface) with ALERT.
|Mar 22, 2019|
The below animated workflows demonstrate the way in which our clients have been processing US trades through the OASYS Trade Match service using OASYS and TradeSuite ID, how US trades can be processed today using CTM and TradeSuite ID with Auto-Affirm and our optimal future state workflow that uses the CTM USDI (U.S Depository Interface) workflow to leverage no touch-processing.
Access the following workflows using tabs provided. Hover over the numbered steps in each workflow to learn more.
- US Trade Flows through OASYS Trade Match
- US Trade Flows through CTM (currently available)
- US Trade Flows through CTM (available in the future)
Watch the following short videos to understand more about the initiative to move US trades to the CTM service.
1. Introduction (1:31)
2. Current and Future State Workflows (4:09)
3. Benefits (2:15)
4. Comparison of OASYS and CTM (7:01)
5. CTM User Interface Demonstration (10:41)