Target audience:
- Clients who use the CTM User Interface to manually enter trades to match with those of their counterparties
- Users who have limited/no experience with the CTM User Interface 4.0
Course description:
CTM is a central matching solution allowing broker/dealers and investment managers to efficiently match and confirm trade details on trade date, increasing transparency and reducing risk. During this training session you will learn how to input trades and SSIs manually using the CTM User Interface 4.0.
Users may also wish to sign up for CTM 4.0: Manage Your Trade Exceptions to learn how to take action once they have instructed their trades.
Learning Objectives:
- Create new trades
- Using and creating custom templates
- Copying blocks
- Efficiently manage your matching exceptions using functionality available through the CTM User Interface.