The TradeSuite ID™ service has been a cornerstone of the U.S. equity and fixed-income markets for more than 35 years. As the industry has evolved, so has the TradeSuite ID service - offering broker/dealers and other market participants robust compliance, streamlined automation, and enhanced features.
This area of the Learning Center provides a combination of documentation and instructional videos to support the following areas. To learn more, select a TradeSuite ID topic from the menu on the left.
Area of Interest | Description |
|---|---|
| TradeSuite ID Web Interface | Provides documentation and training resources explaining the TradeSuite ID web-based user interface consisting of the following modules:
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| TradeSuite ID 8.0 | Supplies business and technical documentation to support the most recent version, TradeSuite ID 8.0. |
| TradeSuite ID/SWIFT | Provides information about how to integrate the TradeSuite ID service, Society for Worldwide Interbank Financial Telecommunications (SWIFT), and your portfolio management system. |
| TradeSuite ID Post Trade Analytics | Defines how to analyze monthly TradeSuite ID post trade analytics benchmark data. |
| Quality Control Reports | Explains the monthly online reports you can use to compare performance against that of the industry. |
| Confirm Disclosure—inSITE | Provides information about the web-based repository available to broker/dealers for storaging confirmation disclosures. |
| Confirm Archive | Provides resources for the TradeSuite ID Confirm Archive service - a real-time, web-based service that allows TradeSuite ID users to electronically store, search, and retrieve confirmations. |