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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 Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating helpful...
Target audience:Broker/dealer and Investment Manager users of CTM who are looking to gain a deeper understanding of how the CTM matching process works.
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. Understanding how the matching process...
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...
Target audience: - Broker/dealers and investment managers who use the CTM User Interface to manage the trades that are sent to CTM from their own internal system (i.e. not using the manual entry functionality)- Users who have limited/no experience with the CTM User Interface 4.0Course description:One of the benefits of the CTM solution is that it allows users to catch trade matching exceptions...
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. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...
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 Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating helpful...
Target audience:Broker/dealer and Investment Manager users of CTM who are looking to gain a deeper understanding of how the CTM matching process works.
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. Understanding how the matching process...
Target audience: - Broker/dealers and investment managers who use the CTM User Interface to manage the trades that are sent to CTM from their own internal system (i.e. not using the manual entry functionality)- Users who have limited/no experience with the CTM User Interface 4.0Course description:One of the benefits of the CTM solution is that it allows users to catch trade matching exceptions...
Join this live training session to learn more about the Obligation Warehouse Web system. We will demonstrate submission actions, review automated functions and exclusions, and highlight available key learning resources.
To join us, you need to enroll in this course.
This session is delivered through Zoom. After you enroll, you receive details about how to access the course, including the...
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...
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. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...
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 covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating helpful...
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