Omgeo TradeSuite ID on the Web

TradeSuite ID on the Web

Omgeo TradeSuite ID on the Web provides users with a web-based user interface for the following modules:

Broker Trade Input (BTI)
Confirm/Affirm
ID Directory
NearMatch

Use the following documentation and training resources to learn more about each module and view step-by-step instructions about how to perform key functions.

Expand All Collapse All

TradeSuite ID on the Web - Online Help (Documentation)

Use the following online resources to learn more about the Omgeo TradeSuite ID on the Web modules and access instructions about how to use all of the available features:

Product Release Information (contains details of the most recent release)
Confirm/Affirm: Investment Managers
NearMatch: Investment Managers
ID Directory: Investment Managers and Executing Brokers
Broker Trade Input (BTI): Executing Brokers

Videos—Broker Trade Input (BTI) for Executing Brokers

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

Outline

Playlist

Omgeo TradeSuite ID: How to Navigate Broker Trade Input (BTI)

1. Omgeo TradeSuite ID: How to Navigate Broker Trade Input (BTI)
2. Omgeo TradeSuite ID: How to Create and Maintain an Import Profile in Broker Trade Input (BTI)
3. Omgeo TradeSuite ID: How to Create and Maintain an Export Profile in Broker Trade Input (BTI)
4. Omgeo TradeSuite ID: How to Export Allocations and Modify Data to Import in Broker Trade Input (BTI)
5. Omgeo TradeSuite ID: How to Cancel Confirms in Broker Trade Input (BTI)