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The inSITETM service provides a web-based repository for storing broker/dealer confirmation disclosures. It allows broker/dealers to post their disclosures to the inSITE web site based on established enrichment profile crtieria that generates a reference number unique to that specific disclosure document. The confirm submitted by the broker/dealer through the CTM and TradeSuite ID services is then enriched with the inSITE URL and reference number assigned to the relevant disclosure. Investment managers and parties to the trade can then use the URL and reference number to view the associated confirm disclosure through the inSITE Viewer web site.

Providing the confirm disclosure with the trade confirm reduces costs for the broker/dealers, since they can eliminate the mailing of paper confirms.

Use the documentation and videos in this section to learn more about how the inSITE service works, for both broker/dealers who need to upload confirm disclosures and establish enrichment profiles and counterparties who want to access and view the enriched confirm disclosures.

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    inSITE Online Help

    The online help files describe use of the inSITE service's web application interface. These files ar ...
    In inSITE™ Downloads: 1050

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    inSITE: Viewer Guide for TradeSuite ID and CTM Trades

    Describes how investment managers and other trading parties can view disclosures, which have been at ...
    In inSITE™ Downloads: 3489

Step-by-step instructions on how to use the maker/checker workflow to authorize document and profile changes in the...

Category: Omgeo inSITE
Views: 180

Step by step instruction on how to add and maintain profiles using the inSITE user...

Category: Omgeo inSITE
Views: 11

Step-by-step instructions on how to use the inSITE Viewer to access broker/dealer disclosure...

Category: Omgeo inSITE
Views: 6

Step-by-step instructions on how to upload and maintain disclosure documents to using the inSITE user...

Category: Omgeo inSITE
Views: 9

Step-by-step instructions on how to navigate the inSITE user interface.   Disclosure: The services described...

Category: Omgeo inSITE
Views: 11

Learn the benefits of using the inSITE service to store confirmation disclosures and assign them to the appropriate...

Category: Omgeo inSITE
Views: 34