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The main toolbar contains the following sections.

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New Items

 New Client Order

This toobar toolbar button opens a Client Order entry window as seen below.

 New Market Order 

 New Trade Report 

 New Fund Order

Image AddedOff Exchange Trade

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Views

Client Order View

The Client Orders view shows a list of all Client Orders that the user has access to.

The icon will show a number in the lower right corner to show the number of Client Orders which are in the Assigned workflow status.

Market Order View

Trades View

Trade Report View

Allocations View

Client Order Search

Market Order Search

Trades Search

Allocations Search

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The functionality which is not covered in the main toolbar documentation are:

Pending Market Orders

Aggregate Trades

Price Quote

 

 

Settings

 

Documentation

The documentation menu item will open a browser with this User Manual.

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