CTM: Using the UI 4.0 to manually enter trades

Target audience:

• Broker/dealers who use the CTM User Interface to manually enter their trades to match with those of their investment manager counterparties

• Users who have limited/no experience with the CTM User Interface 4.0

• Current users of the CTM User Interface 3.0 who want to upgrade to the latest version, 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. solution is that it allows users to catch trade matching exceptions prior to settlement, saving valuable time and helping to reduce costs. During this training session you will learn how to identify and resolve these matching exceptions using the CTM User Interface 4.0 and understand the key differences between the latest version of the user interface and previous versions.

Learning Objectives:

• Understand the benefits of upgrading to CTM UI 4.0
• Create new trades
  • Using and creating custom templates
  • Copying blocks
• Efficiently manage your matching exceptions using functionality available through the CTM User Interface, including amending, cancelling and rejecting
• Access Match Agreed Trades and search for trades using trade data or references
• Customize your grid
• Understand the process to upgrade and content of future releases