Omgeo CTM Dashboard

The Omgeo Dashboard is a tool available to investment manager clients for configuring and maintaining matching profiles and Broker Matching Groups (BRMGs)—both essential components in the matching process.

dashboard

Matching Profiles

The criteria used by Omgeo CTM to determine whether a trade submitted by an investment manager should match with the trade submitted by its counterparty. This criteria is chosen by the investment manager and all matching profiles are set up and configured using the Dashboard.

Broker Matching Groups (BRMGs)

The investment manager must identify the counterparty on each trade sent to Omgeo CTM and this information is a Level 1 (L1) matching field. Therefore, it must match with the identifier of the sending broker. Omgeo CTM provides BRMG functionality to facilitate this process where the investment manager uses one identifier that corresponds to multiple broker entities.



Step-by-step instructions to access the Omgeo CTM Dashboard.

 

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

Playlist

Omgeo CTM: What is a Matching Profile?

  • 1. Omgeo CTM: What is a Matching Profile?
  • 2. Omgeo CTM: How to Create a Matching Profile using the Omgeo CTM Dashboard
  • 3. Omgeo CTM: How to Edit a Matching Profile Using the Omgeo CTM Dashboard
  • 4. Omgeo CTM: How to Look Up Your Matching Profile Settings

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

Playlist

Omgeo CTM: What is a Broker Matching Group (BRMG)?

  • 1. Omgeo CTM: What is a Broker Matching Group (BRMG)?
  • 2. Omgeo CTM: How to Create a Broker Matching Group (BRMG) Using the Omgeo CTM Dashboard
  • 3. Omgeo CTM: How to Edit a Broker Matching Group (BRMG) Using the Omgeo CTM Dashboard
  • 4. Omgeo CTM: How to Distribute a Broker Matching Group Using the Omgeo CTM Dashboard