Knowledge Base
Go to Kooltra Platform
Go to Customer Portal
Counterparty Management
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
Counterparty Management
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
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?
How do I update Counterparties in Kooltra?
How do I create and manage Liquidity Providers in Kooltra?
Understanding Contact Statuses
How to Add a Broker
See more
Counterparty Overview
Accessing a Counterparty Summary
Understanding Counterparty Statuses
Understanding Counterparty Types
Understanding Counterparty Settlement Types
Beneficiaries
Adding or Amending a Beneficiary
Understanding Settlement Methods
Data Importing
Bulk Imports in Kooltra
Understanding Data Import Wizard and Data Loader
How to Use the Data Import Wizard
How to Use Data Loader
