• Institutional Trade Matching Learning Center

    DTCC’s full-service subsidiary, Omgeo, automates post-trade lifecycle events between 6,500 financial services firms in 52 countries. Omgeo Central Trade Manager® Omgeo Central Trade Manager® (Omgeo CTM) provides connectivity from trade execution to settlement, including direct connectivity using XML, FIX, or CSV from front office to middle office trade processing. It also integrates...
  • Documentation—OASYS Direct and Workstation 7.0 and Later

    Use the documents in the following table to learn more about Version 7.0 and later. Direct Workstation Both    
  • Omgeo Benchmarks™ for Omgeo OASYS™

    Omgeo Benchmarks™ for Omgeo OASYS™ is our trading analysis and performance measurement solution for broker/dealers and investment managers. Comprised of the Trade Analytics tool, Peer-to-Peer Scorecard, Broker Report Card and Business Intelligence component, Omgeo Benchmarks allows you to monitor and analyze your operational performance against industry standards, as well as...
  • Documentation—OASYS Direct and Workstation 6.0-6.4

    Use the documents in the following tables to learn more about versions 6.0 through 6.4. Direct Workstation Both
  • Videos—Omgeo OASYS-TradeMatch™

    Watch the videos in this section to learn more about OASYS-TradeMatch.
  • Videos—Omgeo OASYS-TradeMatch™

    Watch the videos in this section to learn more about OASYS-TradeMatch.
  • Omgeo OASYS™

    Omgeo OASYS™ is the US domestic trade allocation and acceptance service that communicates trade and allocation details between investment managers and broker/dealers, You can find support for the following areas: Area of InterestDescription OASYS -TradeMatch™ A centralized matching system for US trades. Investment managers feed OASYS allocations into the TradeMatch system to...
  • Institutional Trade Matching Cross-Product

    This section provides documentation covering features, functionality and best practices that apply across multiple Institutional Trade Matching services. Specific content related to HTTPS, SFTP, MQ and compliance requirements can be found by selecting a topic from the menu on the left.  
  • OASYS F5 SSLVPN Device Upgrade for Users of OASYS 7.0 and Above

    1. BIG IP Edge Client can be installed on your machine using either of the below 2 options. Please work with your desktop administrator to ensure you have administrator (admin) rights prior to following either of these options: Option 1 - Web Download a. Open a new web browser and enter the URL https://vpn.omgeo.net using Internet Explorer 11 b. Follow the IE 11 settings...
  • OASYS F5 SSLVPN Device Upgrade for Users of OASYS 6.4 on Windows 7

    1. BIG IP Edge Client can be installed on your machine using either of the below 2 options. Please work with your desktop administrator to ensure you have administrator (admin) rights prior to following either of these options: Option 1 - Web Download a. Open a new web browser and enter the URL https://vpn.omgeo.net/my.policy using Internet Explorer 11 b. Follow the IE 11...
  • Support with Your OASYS F5 SSLVPN Device Upgrade

    If you experience any technical difficulties with your OASYS Workstation F5 Upgrade or if you have any additional questions, please contact our Client Contact Center at www.omgeo.com/ServiceCentral. Our support engineers are available to answer your call 24 hours a day, 6 days a week.
  • OASYS T+2 Preparation: How to Change Your Default Settlement Date

    In preparation for the move to a T+2 settlement cycle, OASYS workstation users can change their default settlement date offset so that this is correctly set to T+2 for each new trade. Below are full instructions on how to change this default setting:  1. Open your OASYS application and login using the Username oadmin and your normal Password. 2. From the Tools...

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