Technical Resources

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There are a number of different interfaces available which allow you to connect your back-office system to CTM. Below you can find further details on each interface type, along with the associated technical documentation to support your implementation.  Log in to view the resources.

Direct XML

The Direct XML Message Specification, CTM Common Reference Data, and CTM Error Code Reference Data have been incorporated into the CTM Technical Resources available below, providing the content in a user-friendly, searchable format.  PDF versions are also available from within the CTM Technical Resources.

CTM XML DTDs for Debt and Equity

August 26, 2025

CTM Technical Resources

May 05, 2026

FIX

CTM FIX 4.4 Interface Message Specification for Investment Managers (Current)

July 11, 2025

CTM FIX 4.4 Interface Message Specification for Broker/Dealers (Current)

May 05, 2026

CTM FIX 4.4 Interface Message Specification for AACW for Broker/Dealers

May 05, 2026

CTM F5 BIG-IP Edge Client Software for the CTM FIX Interface: Installation

February 19, 2025
 

Message Translation Interface (MTI/MTIR)

CTM MTI Specification: Debt/Equity for Broker/Dealers

October 08, 2025

CTM MTI Batch Scheduler: Broker/Dealers

June 17, 2024

CTM MTI Batch Scheduler: Investment Managers

June 17, 2024

CTM MTI Specification: Debt/Equity for Investment Managers

August 27, 2025
 

Reference Data

These materials are common to all interface types and can be used to gain an understanding of the fields available in CTM and the allowed values for those fields, and any error messages that are returned by CTM as a result of a failed message submission.

CTM Data Dictionary for MTI Broker/Dealer

May 01, 2026
 

Connectivity

CTM System Requirements

July 30, 2024

CTM .NET Framework Connectivity Guide

December 12, 2024

CTM Direct Client Interface Programmer's Guide

June 17, 2024
  

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CTM: Client Configuration Setup (CCS) Product Help

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CTM Auto Responder FAQ & Requirements

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CTM: FAQs

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CTM Managing UI Reports to Support PSET Mandate Best Practice

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CTM ALERT Key Auto Select (AKAS) Implementation Guide

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CTM Automatic Unique Transaction Identifier (AUTI): Implementation Guide

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CTM Settlement Location: Best Practices and Recommendations

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CTM When-Issue Processing: Best Practices

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CTM Match to Instruct (M2i) and Auto-Affirmation: Implementation Guide for Investment Managers

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CTM: Introducing the User Interface

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CTM View Only Broker: Implementation Guide and Procedures

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CTM MTI Specification: Debt/Equity for Broker/Dealers

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CTM® Support of Equity Listed Options

The document explains how CTM, a central matching service, now enables automated and standardized processing of equity options trades, reducing manual work and operational risk.
September 12, 2025

CTM MTI Specification: Debt/Equity for Investment Managers

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CTM XML DTDs for Debt and Equity

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CTM FIX 4.4 Interface Message Specification for Investment Managers (Current)

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CTM Interfund Transfers Best Practices

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CTM Asset Class Overview: Repurchase Agreements (Repos)

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CTM MTI Specification: Repurchase Agreements (Repos)

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CTM XML Message Specification for Repurchase Agreements (Repos)

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CTM XML DTDs for Repurchase Agreements (Repos)

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CTM Symphony Messaging

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CTM Prime Broker Implementation Guide

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CTM F5 BIG-IP Edge Client Software for the CTM FIX Interface: Installation

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