| Features/Roles: | Fund Sales | Equity Sales | Trading Desk | Market Maker | Compliance | Back Office | |
|---|---|---|---|---|---|---|---|
| Fund orders | |||||||
 | New Fund Order |  | |||||
| Client Orders | |||||||
 | New Client Order | | | ||||
 | Client Order List | | | | |||
| Client Order Details | | | | ||||
 | Client Order Search | | | | |||
| Market Orders | |||||||
 | Create Order | | | ||||
 | Order List | | | ||||
| Market Order Details | | | |||||
 | Market Order Search | | | ||||
| Price Quote | ||||||
| Pending Market Orders | ||||||
 | 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 | ||||||
 | |||||||
| Aggregated Trades | |||||||
| Misc | |||||||
| Client View | ||||||
| Bond Calculator | ||||||
 | New Window | ||||||
| Market Browser |
