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  • Off Exchange Trade. Users can create orders, trades and allocations for an off-exchange trade - all in one step. [QA Tested: 08.09.2015].   [QA: Needs integration testing at customers location]
  • Client order to trade report. User can right-click a client order and select to create trade report. New Trade report window opens with preset values.  [QA Tested: 08.09.2015 [QA: Needs integration testing at customers location]
  • Select trading desk for client orders. User groups without direct market access can select to which trading desk they send their orders. [QA Tested: 08.09.2015]
  • Cancel allocation.  When a user cancels an allocation, KODIAK Oms calls a back-office web-service that cancels the allocation in that back-office system.  .  [QA Tested: 08.09.2015]  [QA: Needs integration testing at customers location]

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