KODIAK Oms Client 2.x

What's New in Version 2.0

 Allocations 

• • Ability to Allocate Market Orders or Trades. All without the need to create Client Orders
    • Splitting orders functionality has been removed.  It is no longer needed to split market orders into client orders.
  • New Allocation Window
    • All the same input parameters as Client Orders
    • Ability to add Order Reference number when allocating
  • New Allocations View which gives you an overview of the day's Allocation activity
  • Allocations Search where you can search for historic Allocation activity
  • Allocation Information is now visible on Client Orders, Market Orders and Trades
  • Allocation Details window

Learn more about Allocations

Client Orders

• • New Client order window with more information about clients, portfolios and accounts
  • Ability to add an Order Reference to Client Orders
  • Default portfolio:  Default portfolio for a customer can be set in the database.  Contact help@kodi.is for further information.
    
  • Ability to enter a portfolio reference number in the portflio drop down to lookup client
  • Mandatory Communication field:  The communication field can be set to mandatory on the server. Contact help@kodi.is for further information.

Market Orders

• • The ability to Allocate Market Orders without needing to create a Client Order
  • Self trade Prevention functionality has been added to the Oms
  • Nordic@Mid
  • Display Ranges

Market Making

Aggregate Trades

• • RTD Excel Links
  • Show Aggregate Trades for a all time, today or a custom list.
  • Manual Trade:  Now it is possible to change manual trades from the Aggregated trades window

Price Quotes

• • Ability to have prices increment and decrement by tick size tables
  • Bid position and Sell postion shows the position of the market order 

Market Data

• • Watch List
  • Market Depth
  • Trade Ticker

• If you add a submarket to trade ticker then new symbols are automatically added to the trade ticker 
• New Icons have been added to the Oms client
• Fund orders update
• Faster login
• Excel RTD update

• Possible to config the Oms client on the Kodiak server
• Database changes
• Possible to set a default GTT value in the settings window.
• Bug fixes
• Manual handling error fix