Knowledge Base
Go to Kooltra Platform
Go to Customer Portal
Client Journey at a Glance
Getting started
Kooltra Access
Knowledge Resources
Entity Setup
Client Journey at a Glance
Onboarding and Client Setup
Trading and Settlements
Counterparty Management
Counterparty Setup & Management
Counterparty Overview
Beneficiaries
Data Importing
Trading & Trade Management
Trade Creation & Management
Spread Groups
Trade Blotters
Trade Matching
Cash Management
Cashflows & Adjustments
Account Balances
Settlements
Reconciliation
Reporting
Custom Reports
Confirmations & Documentation
Compliance
Regulatory Reporting
Client Onboarding & KYC
Risk Management
Client Margin
Trading Limits
Credit Engine
Payments Portal
Trading & Cash Management
Beneficiaries
Dealer Intervention
Blotters & Reports
Back to home
Knowledge Base
Client Journey at a Glance
Getting started
Kooltra Access
Knowledge Resources
Entity Setup
Client Journey at a Glance
Onboarding and Client Setup
Trading and Settlements
Counterparty Management
Counterparty Setup & Management
Counterparty Overview
Beneficiaries
Data Importing
Trading & Trade Management
Trade Creation & Management
Spread Groups
Trade Blotters
Trade Matching
Cash Management
Cashflows & Adjustments
Account Balances
Settlements
Reconciliation
Reporting
Custom Reports
Confirmations & Documentation
Compliance
Regulatory Reporting
Client Onboarding & KYC
Risk Management
Client Margin
Trading Limits
Credit Engine
Payments Portal
Trading & Cash Management
Beneficiaries
Dealer Intervention
Blotters & Reports
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.
Onboarding and Client Setup
Creating and Providing your new Client Application
Processing your Client's Application
Trading and Settlements
Get your client trading!
Settling Your Trades
