Knowledge Base
Go to Kooltra Platform
Go to Customer Portal
Getting started
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
Getting started
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
Getting started
This module introduces you to Kooltra, covering system access, Salesforce integration, and common actions and terminology to help you get started.
Kooltra Access
How do I access Kooltra?
Kooltra and Salesforce
How to Use the Customer Support Portal
Knowledge Resources
Frequently Asked Questions
Glossary
Entity Setup
Understanding Entity Settings
How to Create an Entity in Kooltra
Understanding Profile Management
Understanding User Management
Branding Templates
Default Profile Page Access
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