Dealer Intervention
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      Reporting on Electronic Trade Requests (RFQs)

      Kooltra captures all of the data associated with each request received from the Payments Portal, making it easy to build reports on this data in Salesforce using Custom Reports.

      For example, you may wish to know:

      • The number of electronic trade requests received each month.

      • Average notional on electronic trade requests per currency pair.

      • Percentage of trade requests executed.

      In order to build reports such as this, the Report Type to be used is Accounts with FxRequest. Please speak to Kooltra Support for assistance in building these reports if required.