Getting started
This module introduces you to Kooltra, covering system access, Salesforce integration, and common actions and terminology to help you get started.
Client Journey at a Glance
This module will guide you through the experience that your end clients will have from onboarding and training to settlement.
Counterparty Management
Kooltra supports the management of all of your counterparties, from clients to liquidity providers, bank accounts and internal counterparties.
Trading & Trade Management
Kooltra supports FX trade capture and management, including creation, execution, amendments, cancellations, and related documentation.
Cash Management
This module covers key aspects of Kooltra’s cash management, including a deep dive into cashflows, account balances, and settlement processes.
Reporting
Kooltra lets you build, customize, schedule, and export reports with flexible permissions, so you can organize and access your data as needed.
