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The TradeSuite ID™ service has been a cornerstone of the U.S. equity and fixed-income markets for more than 35 years. As the industry has evolved, so has the TradeSuite ID service - offering broker/dealers and other market participants robust compliance, streamlined automation, and enhanced features.

This area of the Learning Center provides a combination of documentation and instructional videos to support the following areas. To learn more, select a TradeSuite ID topic from the menu on the left.


Area of Interest

Description
TradeSuite ID Web Interface Provides documentation and training resources explaining the TradeSuite ID web-based user interface consisting of the following modules:
  • Broker Trade Input (BTI)
  • Confirm/Affirm
  • NearMatch
  • ID Directory
TradeSuite ID 8.0 Supplies business and technical documentation to support the most recent version, TradeSuite ID 8.0.
TradeSuite ID/SWIFT Provides information about how to integrate the TradeSuite ID service, Society for Worldwide Interbank Financial Telecommunications (SWIFT), and your portfolio management system.
TradeSuite ID Post Trade Analytics Defines how to analyze monthly TradeSuite ID post trade analytics benchmark data.
Quality Control Reports Explains the monthly online reports you can use to compare performance against that of the industry.
Confirm Disclosure—inSITE Provides information about the web-based repository available to broker/dealers for storaging confirmation disclosures.
Confirm Archive Provides resources for the TradeSuite ID Confirm Archive service - a real-time, web-based service that allows TradeSuite ID users to electronically store, search, and retrieve confirmations.

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