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INSTITUTIONAL TRADE PROCESSING - CONNECT™

Connect

Details
Category: Connect™

Connect provides buy-side firms consolidated access to various domestic and global post-trade services and robust settlements management all within one single user interface (UI) and entry point.

To learn more, select a Connect topic from the menu on the left.


  • pdf

    User Guide 5.1

    Download (pdf, 19.26 MB)

    Describes how the Connect middleware manages trades. Also describes features and options that you ca ...
    In Ancillary Downloads: 355
  • pdf

    Control Table Values

    Download (pdf, 1.33 MB)

    Contains a cumulative listing of the valid values for XML elements used in the Connect fields. ...
    In Ancillary Downloads: 1446
  • pdf

    Product Release Information - 2018 Q3 RC02

    Download (pdf, 135.06 KB)

    Describes the new features included in the latest enhancement release of the Connect middleware serv ...
    In 2018 Downloads: 354
  • pdf

    Connect XML Message Specification: Version 4.0

    Download (pdf, 1.70 MB)

    Describes the format of Connect messages. ...
    In XML Message Specifications Downloads: 1379
  • pdf

    Connect XML Message Specification: Version 5.0

    Download (pdf, 1.66 MB)

    Describes the format of Connect messages. ...
    In XML Message Specifications Downloads: 1790
  • archive

    Connect DTDs

    Download (zip, 118.54 KB)

    This .zip file contains DTDs for the Connect Direct Interface (versions 4.0 and 5.0) ...
    In XML Message Specifications Downloads: 419
  • pdf

    Product Release Information - 2018 Q2 RC02

    Download (pdf, 1.31 MB)

    Describes the new features included in the Q2 release of the Connect middleware service. ...
    In 2018 Downloads: 500
  • pdf

    Product Release Information - 2017Q1RC2.2

    Download (pdf, 160.00 KB)

    Describes the enhancements in this version of the Connect service, version 2017 Q1 RC2.2. ...
    In 2017 Downloads: 1822
  • pdf

    Product Release Information - 2017 R3 RC4

    Download (pdf, 731.98 KB)

    Describes the new/additional features included in the latest enhancement release to the Connect midd ...
    In 2017 Downloads: 1136
  • pdf

    Product Release Information - 2017 R2 RC4

    Download (pdf, 763.44 KB)

    Describes the new/additional features included in the latest enhancement release to the Connect midd ...
    In 2017 Downloads: 1259

In This Section

Institutional Trade Processing

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Product Release Info...

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TradeSuite ID Web In...

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TradeSuite ID 8.0...

The business and technical documentation below supports the current release...

Best Practices and I...

Use the following general and market-specific best practices and implementa...

Product Release Info...

Use the Product Release Information documents to learn more about each CTM ...

Data Reference...

Use the data reference resources for an overview, controlled field values, ...

TradeSuite ID/SWIFT...

TradeSuite ID/SWIFT (Society for Worldwide Interbank Financial Telecommunic...

CTM™...

The CTM™ service is our strategic platform for the central matching of cr...

HTTPS and SFTP...

Use the resources here to learn more about using HTTPS or SFTP for your Ins...

System and Setup...

Use the system and setup resources to install and configure the CTM service...

Videos—Confirm Arc...

Watch the videos in this section to learn more about Confirm Archive for th...

TradeSuite ID™...

The TradeSuite ID™ service has been a cornerstone of the U.S. equity and ...

User Interfaces...

All CTM users can leverage our user interfaces to view and manage their mat...

OASYS™...

The OASYS™ service is the US domestic trade allocation and acceptance ser...

Videos—Handling Ex...

Watch the videos in this section to learn more about handling exceptions....

Message Queue (MQ)...

Use the resources here to learn more about using MQ for your Institutional ...

Cross-Product...

This section provides documentation covering features, functionality and be...

Videos—Broker Matc...

Watch the videos in this section to learn more about BRMGs....

TradeSuite ID: Post ...

You can analyze the monthly benchmarks data for the TradeSuite ID service u...

Videos—Matching Pr...

Watch the videos in this section to learn more about matching profiles....

Video—Introducing ...

Watch this short, introductory video to learn more about all of these benef...

Documentation—Dire...

Use the documents in the following table to learn more about version 8.0.&n...

Videos—Confirm Arc...

Watch the videos in this section to learn more about Confirm Archive for th...