UI

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.

CTM 40 Intro cover

 

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.

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: 

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

Modified September 10, 2024

 

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CTM 4.0: Manage Your Trade Exceptions

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CTM 4.0: CTM Matching Concepts

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CTM 4.0: Manually Enter Your Trades

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CTM 4.0: Manage Your Trade Exceptions

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CTM 4.0: CTM Matching Concepts

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CTM 4.0: Manually Enter Your Trades

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CTM 4.0: Manage Your Trade Exceptions

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CTM Equity Options: Implementation Guide

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CTM Data Dictionary

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CTM Technical Resources

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CTM Common Reference Data

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CTM ALERT Key Auto Select (AKAS) Implementation Guide

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CTM Passthrough to TradeSuite ID

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

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

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CTM Release Information

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

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CTM Match to Instruct (M2i) Workflow: Implementation Guide for Executing Brokers

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CTM Stepouts: Implementation Guide

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CTM Fixed Income: Best Practices

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CTM Best Practices

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CTM MTI Batch Scheduler: Investment Managers

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CTM MTI Batch Scheduler: Broker/Dealers

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CTM Auto Responder FAQ & Requirements

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