All CTM clients can leverage the CTM User Interface (UI) to view and manage their matching exceptions. The User Interface, 4.0, provides support for equity/debt trades and includes a number of features:
- full exception management capabilities e.g. amend, copy, force, reject and cancel
- access to match agreed trades
- advanced search capabilities
- export to CSV and PDF
- support for stepout trades and equity options
- ability to create user-defined views
Click on the image below to watch a short introductory video to the CTM UI 4.0.
Getting Started with the CTM UI 4.0
If you are a new user to the CTM UI 4.0, use the below resources to familiarize yourself with all features and functionality.
default CTM UI 4.0 Product Help - includes step-by-step instructions for using all available functionality
Video Tutorial Library - covering all key functionality to manage your matching exceptions
Accessing the CTM UI 4.0
The CTM UI 4.0 is available to all current CTM users and can be used in parallel with prior versions to facilitate your upgrade. Follow the steps below to log in using the MyDTCC portal which provides single sign-on:
1. Go to the MyDTCC portal and login using your MyDTCC credentials:
- Production: https://portal.dtcc.com
- PSE (client test): https://portalu.dtcc.com
2. Click on the CTM tile to launch the CTM UI 4.0
For further details on MyDTCC, visit MyDTCC for ITP Clients.
Product Release Information
The below resource includes detailed information on all recent enhancements to the CTM UI 4.0:
CTM Release Information
