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FEATURED EVENTS
CTM UI: Manage Your Trade Exceptions
April 08, 2025 10:00am
(America/New York)
Duration:
1 hour
Webinar
Target audience: - Broker/dealers and investment managers who use the CTM User Interface (UI) to manage the trades that are sent to CTM from their own internal system (i.e. not using the manual...
FEATURED EVENTS
ALERT: Maintaining SSIs for Sell-Side Clients
April 09, 2025 10:00am
(America/New York)
Duration:
1 hour
Webinar
Target audience:
Existing and new ALERT sell-side users.
Course description:
This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform....
FEATURED EVENTS
ALERT: Maintaining SSIs for Buy-Side Clients
April 15, 2025 10:00am
(America/New York)
Duration:
1 hour
Webinar
Target audience:
Existing ALERT buy-side clients
Course description:
This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform. Topics...
Institutional Trade Processing
Wealth Management Services
- Alternative Investment Product Services
- Insurance & Retirement Services
- Mutual Fund Services
- Fund/SERV
- ACATS-Fund/SERV
- Defined Contribution Clearance & Settlement
- Transfer of Retirement Assets (ToRA)
- Networking
- Retirement Plan Reporting
- Standardized Data Reporting (SDR)
- Omni/SERV
- DTCC Payment aXis
- MFPSI
- MFPSII
- MF Info Xchange
Repository & Derivatives Services
Data Services
- Data Services - Market Aggregates & Analytics
- CDS Kinetics
- Equity Kinetics
- Money Market Kinetics
- OTC Direct Connect
- Treasury Kinetics
- Data Services - Corporate Actions & Reference Data
- CA 20022 Service
- CA Web Service
- ETF Portfolio Data Service
- Legal Notice System Data
- Liquidity Coverage Ratio Service
- Security Master File Data
DTCC ENTERPRISE
INDUSTRY
RISK & REGULATORY
OPERATIONS
- Securities Processing
- Securities Processing Application
- Security Master File Data
- Settlement
- Settlement Instruction Manager
- SFT Clearing
- SMART/Track for Agency Lending Disclosure
- SMART/Track for Buy-ins
- SMART/Track for CNS Corporate Actions
- Standardized Data Reporting (SDR)
- Structured Finance Kinetics