| 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 |