inSITE

Welcome! In this section of the Learning Center you will find resources to support broker/dealer users of inSITE who need to upload their disclosures and investment manager users who want to view the broker/dealer disclosures linked to their trade confirms. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.

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The inSITE service provides a web-based repository for storing broker/dealer confirmation disclosures. It allows broker/dealers to post their disclosures to the inSITE web site based on established enrichment profile criteria that generates a reference number unique to that specific disclosure document. The confirm submitted by the broker/dealer through the CTM and TradeSuite ID services is then enriched with the inSITE URL and reference number assigned to the relevant disclosure. Investment managers and parties to the trade can then use the URL and reference number to view the associated confirm disclosure through the inSITE Viewer UI.

Providing the confirm disclosure with the trade confirm reduces costs for the broker/dealers, since they can eliminate the mailing of paper confirms.

Below you will find resources targeted at the 2 different user types of inSITE - broker/dealers uploading disclosures; investment managers viewing disclosures.

 

Uploading Disclosures (broker/dealers)

The inSITE Online Help provides detailed information on how to get set up with access to inSITE, document and profile management. It also explains how you can leverage maker/checker functionality within inSITE to ensure the accuracy of your document and profile managment.

Alternatively, the below videos provide a useful overview to key functionality within the inSITE UI.

inSITE: How to Navigate

inSITE: How to Add and Maintain Profiles

inSITE: How to Upload and Maintain Disclosure Documents

inSITE: Using the Maker/Checker Workflow for Document and Profile Changes

 

Viewing Disclosures (investment managers)

With a Disclosure Reference Number, investment managers can access the inSITE Viewer UI and view the details of the relevant disclosure document. The  pdf inSITE: Viewer Guide for TradeSuite ID and CTM Trades (1.78 MB)  provides further details on this process.

Alternatively, the below video provides a useful overview of how to view disclosures.

inSITE: How to View Disclosures Using the inSITE Viewer

inSITE Online Help

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inSITE: How to Add and Maintain Profiles

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inSITE: How to Navigate

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inSITE: How to Upload and Maintain Disclosure Documents

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inSITE: How to View Disclosures Using the inSITE Viewer

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inSITE: Overview of the inSITE service and its Workflow

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inSITE: Using the Maker/Checker Workflow for Document and Profile Changes

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inSITE: Viewer Guide for TradeSuite ID and CTM Trades

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