Knowledge Base
Go to Kooltra Platform
Go to Customer Portal
Payments Portal
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
Payments Portal
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
Payments Portal
This module guides the end client on managing beneficiaries, executing trades, and completing onboarding forms in the Payments Portal.
Trading & Cash Management
Creating Trades and Settlements in the Payments Portal
Deposits and Payments Using Cash Balances
Understanding Settlements in the Payments Portal
Beneficiaries
Adding and Updating a Beneficiary in the Payments Portal
Dealer Intervention
Understanding Dealer Intervention
When Requests Get Routed to Dealer Intervention
Navigating the Dealer Intervention Page and Pricing Options
Reporting on Electronic Trade Requests (RFQs)
Blotters & Reports
Portal Blotters
How to Enable Portal Users to View Custom Reports in Kooltra
