Target audience:
- Clients who use the CTM User Interface (UI) to manually enter trades to match with those of their counterparties
- Users who have limited/no experience with the CTM UI
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. During this training session you will learn how to input trades and SSIs manually using the CTM UI. Users may also wish to sign up for CTM UI: Manage Your Trade Exceptions to learn how to take action once they have instructed their trades.
Learning Objectives:
- Create new trades
- Using and creating custom templates
- Copying blocks
- Efficiently manage your matching exceptions using functionality available through the CTM UI