Upcoming Events

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course description:

CTM is a central matching solution that enables broker/dealers and investment managers to efficiently match and confirm trade details on trade date—enhancing transparency and reducing operational risk.

This training session provides a practical overview of how the CTM matching process works and how to effectively manage trade exceptions within the UI.  

Learning objectives:

• Identify the key criteria used for Matching
• Identify common trade exceptions and apply the appropriate resolution to reach Match Agreed status

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course description:

CTM is a central matching solution that enables broker/dealers and investment managers to efficiently match and confirm trade details on trade date—enhancing transparency and reducing operational risk.

This training session focuses on the manual trade entry process within the CTM User Interface (UI).

Learning Objectives:

• Manually create and submit block trades and allocations using the CTM UI
• Efficiently replicate trade details using copy functions
• Leverage built-in CTM resources to simplify and speed up trade entry

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course Description:

This informative webinar introduces the redesigned ALERT User Interface, developed in response to client and industry feedback. It highlights key enhancements including streamlined data entry, and standardized reference templates — supporting a more intuitive and efficient user experience.

Learning Objectives:

By the end of this session, you should be able to:

• Navigate and use the redesigned ALERT User Interface with confidence
  • Redesigned Homepage
  • Functional Enhancements

Course description:

CTM is a central matching solution that enables broker/dealers and investment managers to efficiently match and confirm trade details on trade date—enhancing transparency and reducing operational risk.

This training session provides a practical overview of how the CTM matching process works and how to effectively manage trade exceptions within the UI.  

Learning objectives:

• Identify the key criteria used for Matching
• Identify common trade exceptions and apply the appropriate resolution to reach Match Agreed status