| 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 |