---
title: Counterparty Management | Knowledge Base
description: Kooltra supports the management of all of your counterparties, from clients to liquidity providers, bank accounts and internal counterparties.
---

[Skip to content](https://help.kooltra.com/knowledge-base/counterparty-management#main-content)

English

Show submenu for translations

[Customer portal](https://help.kooltra.com/client-portal)

![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Customer portal](https://help.kooltra.com/client-portal)
- [Go to Kooltra Platform](https://kooltracore.cloudforce.com/)

[Go to Kooltra Platform](https://kooltracore.cloudforce.com/)

 Search the knowledge base

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://help.kooltra.com/knowledge-base)
2. [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management)

# Counterparty Management

 Kooltra supports the management of all of your counterparties, from clients to liquidity providers, bank accounts and internal counterparties.

## Counterparty Setup & Management

- [How do I create Client accounts in Kooltra?](https://help.kooltra.com/knowledge-base/how-do-i-create-client-accounts-in-kooltra)
- [How do I update Counterparties in Kooltra?](https://help.kooltra.com/knowledge-base/create-and-edit-accounts-counterparties)
- [How do I create and manage Liquidity Providers in Kooltra?](https://help.kooltra.com/knowledge-base/create-and-manage-liquidity-providers-in-kooltra)
- [Understanding Contact Statuses](https://help.kooltra.com/knowledge-base/understanding-contact-statuses)
- [How to Add a Broker](https://help.kooltra.com/knowledge-base/how-to-add-a-broker)

## Counterparty Overview

- [Accessing a Counterparty Summary](https://help.kooltra.com/knowledge-base/access-counterparty-summary)
- [Understanding Counterparty Statuses](https://help.kooltra.com/knowledge-base/understanding-counterparty-status)
- [Understanding Counterparty Types](https://help.kooltra.com/knowledge-base/understanding-counterparty-types)
- [Understanding Counterparty Settlement Types](https://help.kooltra.com/knowledge-base/understanding-counterparty-settlement-types)

## Beneficiaries

- [Adding or Amending a Beneficiary](https://help.kooltra.com/knowledge-base/adding-and-managing-a-beneficiary)
- [Understanding Settlement Methods](https://help.kooltra.com/knowledge-base/understanding)

## Data Importing

- [Bulk Imports in Kooltra](https://help.kooltra.com/knowledge-base/data-importing)
- [Understanding Data Import Wizard and Data Loader](https://help.kooltra.com/knowledge-base/how-to-import-data)
- [How to Use the Data Import Wizard](https://help.kooltra.com/knowledge-base/how-to-use-data-import-wizard)
- [How to Use Data Loader](https://help.kooltra.com/knowledge-base/how-to-use-data-loader)

- [Getting started](https://help.kooltra.com/knowledge-base/getting-started#main-content)

    - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started#kooltra-access)
    - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started#knowledge-resources)
    - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started#entity-setup)
- [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#main-content)

    - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#onboarding-and-client-setup)
    - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#trading-and-settlements)
- [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management#main-content)

    - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-setup-management)
    - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-overview)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management#beneficiaries)
    - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management#data-importing)
- [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management#main-content)

    - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-creation-management)
    - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management#spread-groups)
    - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-blotters)
    - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-matching)
    - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#order-creation-management)
- [Cash Management](https://help.kooltra.com/knowledge-base/cash-management#main-content)

    - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management#cashflows-adjustments)
    - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management#account-balances)
    - [Settlements](https://help.kooltra.com/knowledge-base/cash-management#settlements)
    - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management#reconciliation)
- [Reporting](https://help.kooltra.com/knowledge-base/reporting#main-content)

    - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting#custom-reports)
    - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting#confirmations-documentation)
- [Compliance](https://help.kooltra.com/knowledge-base/compliance#main-content)

    - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance#regulatory-reporting)
    - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance#client-onboarding-kyc)
    - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance#transaction-risk-monitoring)
- [Risk Management](https://help.kooltra.com/knowledge-base/risk-management#main-content)

    - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management#client-margin)
    - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management#trading-limits)
    - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management#credit-engine)
- [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal#main-content)

    - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal#trading-cash-management)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal#beneficiaries)
    - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal#dealer-intervention)
    - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal#blotters-reports)

[![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp "Kooltra_Logo_Green_Eggplant_RGB-1")](https://help.kooltra.com/)

kooltra.com Help Center

Copyright © 2026, Kooltra, Ltd