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As an existing user of CTM, the below resources can help you extend your usage to support US trades:

1. Counterparties who already support the matching of US trades on CTM

2. Implementation guides to support the migration of all US trades to CTM (Stepouts, Equity Options and auto-affirmation)

3. Next steps to begin your move from OASYS to CTM.


Counterparties Supporting US Trades

A full list of brokers who are already supporting US trades on CTM can be found in our support area, ServiceCentral, under Reference Material - Client Lists - Brokers Supporting US Trades on CTM


Functional Dependencies

The below implementation guides provide full details to enable you to migrate all of your US trades to CTM. Click the Document Title to download.

Document Title Description
CTM: Equity Options: Implementation Guide Reference and guide for investment managers and broker/dealers who want to use the CTM service to match equity options. It describes how to use supported fields for the equity block allocation-confirmation workflow.
CTM: Auto-Affirmation: Implementation Guide Reference and guide for investment managers who want to continue to automatically affirm their counterparty broker confirms when matching trades using the CTM service.
CTM: Stepouts: Implementation Guide Reference and guide for investment managers who use the CTM service for stepouts to direct commission dollars from an executing broker to another broker.
Next Steps 

To kick off your migration project, please contact us via ServiceCentral or contact your Relationship Manager directly.

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