• Institutional Trade Processing Learning Center

    DTCC’s Institutional Trade Processing (ITP) service suite has its origins in the set of trade processing solutions that constituted the Omgeo business. Combining DTCC's global solution for legal entity identifiers and its settlement capabilities with the formerly Omgeo-branded pre-trade and matching services, ITP offers buy-side, sell-side and custodian firms an end-to-end...
  • Documentation—OASYS Direct and Workstation 7.0-7.2

    Use the documents in the following table to learn more about version 7.0 to 7.2. Direct Workstation Both    
  • Benchmarks for OASYS

    The Benchmarks service for the OASYS service is DTCC's trading analysis and performance measurement solution for broker/dealers and investment managers. Comprised of the Trade Analytics tool, Peer-to-Peer Scorecard, Broker Report Card and Business Intelligence component, the Benchmarks service allows you to monitor and analyze your operational performance against industry standards, as well as...
  • Videos—OASYS Trade Match

    Watch the videos in this section to learn more about the OASYS Trade Match solution.
  • Videos—OASYS Trade Match

    Watch the videos in this section to learn more about the OASYS Trade Match solution.
  • OASYS™

    The OASYS™ service is the US domestic trade allocation and acceptance service that communicates trade and allocation details between investment managers and broker/dealers, You can find support for the following areas: Area of InterestDescription OASYS -TradeMatch™ A centralized matching system for US trades. Investment managers feed OASYS allocations into the TradeMatch...
  • Cross-Product

    This section provides documentation covering features, functionality and best practices that apply across multiple Institutional Trade Matching services. Specific content related to ALERT Key Auto Select (AKAS), HTTPS, SFTP, MQ, and compliance requirements can be found by selecting a topic from the menu on the left. Access to the ALERT Key Auto Select (AKAS) Implementation Guide...
  • OASYS F5 SSLVPN Device Upgrade for Users of OASYS 7.0 and Above

    1. BIG IP Edge Client can be installed on your machine using either of the below 2 options. Please work with your desktop administrator to ensure you have administrator (admin) rights prior to following either of these options: Option 1 - Web Download a. Open a new web browser and enter the URL https://vpn.omgeo.net using Internet Explorer 11 b. Follow the IE 11 settings...
  • OASYS F5 SSLVPN Device Upgrade for Users of OASYS 6.4 on Windows 7

    1. BIG IP Edge Client can be installed on your machine using either of the below 2 options. Please work with your desktop administrator to ensure you have administrator (admin) rights prior to following either of these options: Option 1 - Web Download a. Open a new web browser and enter the URL https://vpn.omgeo.net/my.policy using Internet Explorer 11 b. Follow the IE 11...
  • Support with Your OASYS F5 SSLVPN Device Upgrade

    If you experience any technical difficulties with your OASYS Workstation F5 Upgrade or if you have any additional questions, please contact our Client Center at www.dtcc.com/client-center. Our support engineers are available to answer your call 24 hours a day, 6 days a week.
  • Documentation—OASYS Direct and Workstation 8.0

    Use the documents in the following table to learn more about version 8.0.  Direct  Workstation 

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