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| Roles: | Fund Sales | Equity Sales | Trader | Market Maker | |||
|---|---|---|---|---|---|---|---|
| Fund orders | |||||||
 | New Fund Order |  | |||||
| Client Orders | |||||||
 | New Client Order | | | ||||
 | Client Order List | | | | |||
| Client Order Details | | | | ||||
 | Client Order Search | | | | |||
| Orders | |||||||
 | Create Order | | | ||||
 | Order List | | | ||||
| Order Details | | | |||||
 | Order Search | | | ||||
 | Trades / Executions List | ||||||
| Trade Reports | |||||||
 | Create trade report | ||||||
 | Sent and received trade reports | ||||||
| Allocations | |||||||
| Allocation List | | ||||||
| Allocation Details | | ||||||
| Allocation Search | | ||||||
| Market Data | |||||||
 | Watch List | ||||||
 | Market Depth | ||||||
 | Trade Ticker | ||||||
| Misc | |||||||
 | New Window |