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Omgeo Training
Omgeo Client Training offers the most up-to-date information on our products and services delivered over the Internet, in a classroom setting, or at your site. Search and register for free, instructor-led sessions or watch recorded training on demand. Can't find what you're looking for? Contact us to discuss your needs.
View Latest Recorded Training:
ALERT Broker Retrieval - How to View and Print Accounts +
View CTM Broker – Impact to You as an Investment Manager +
View All Recorded Training +
Meet Our Trainers +
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| Experience Omgeo See how our products can support your needs across the trade life cycle  | |
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| Events FIX Global Face2Face 2, September, 2010 Shanghai, China Latin Asset Management & Fund Pro Performance Conference 8 September, 2010 Santiago, Chile Featuring Tom Trepanier, Director, Relationship Management Omgeo to exhibit | |
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| Quick Links Event Calendar + Upcoming Training + Contact Sales + | |
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| Date | Delivery Method | Language | Course |
| Aug 31 2010 10:00PM New York 22:00-23:30 London 03:00-04:30 (01-Sep-2010) Singapore 10:00-11:30 (01-Sep-2010) |
Webinar | Japanese | AL311 - ALERT for Brokers Who Should Attend Current or new Omgeo ALERTSM users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information Agenda: Through this practical, pc-based instruction on ALERT's functionality and features, you will Create and maintain standing settlement instructions (SSIs) Retrieve and cross reference clients' funds and SSIs View and filter Alert messages and Mail Learn tips and shortcuts for using the web interface register + | view all sessions for this course + |
| Sep 2 2010 4:30AM London 09:30-10:30 Singapore 16:30-17:30 |
Webinar | English | CT311 - An Introduction to the new Omgeo CTM for Broker/Dealers User Interface Who Should Attend This course is designed as an introduction to Omgeo CTM for broker/dealers and for anyone who is a new user of the system. It is particularly helpful for any broker/dealers who have recently migrated from OASYS Global to Omgeo CTM and who are interested in additional training on the Omgeo CTM broker/dealer UI. Agenda: Effective navigation of the Trade Blotter register + | view all sessions for this course + |
| Sep 6 2010 10:00PM New York 22:00-23:30 London 03:00-04:30 (07-Sep-2010) Singapore 10:00-11:30 (07-Sep-2010) |
Webinar | English | AL341 - ALERT for Investment Managers: Introduction to the User Interface Who Should Attend - New users who need to learn the basics of how to use Omgeo ALERTSM functionality - Existing users requiring a refresher on ALERT functionality - Knowledge level: beginners Agenda: - Creating / maintaining settlement model instructions - Creating / maintaining accounts - Granting brokers access and broker lists - Viewing Alerts and Mails - Using Report functionality - Setting acronym / user level configurations register + | view all sessions for this course + |
| Sep 7 2010 4:30AM London 09:30-11:00 Singapore 16:30-18:00 |
Webinar | English | CT301 - Central Trade Manager for Investment Managers Who Should Attend Current or new users of Omgeo Central Trade ManagerSM who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions Agenda: Through this overview of Omgeo CTM we will cover: The trade flows and matching process with both Omgeo OASYS GlobalSM and Omgeo CTM Broker counterparties How to identify trade statuses and know when user intervention is required How to manage matching exceptions and when to reject, cancel, amend or force match them Ideas on how you could customise the User Interface to maximise your use of Omgeo CTM register + | view all sessions for this course + |
| Sep 8 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 |
Webinar | English | AP301 - ALERT Plus for Investment Managers Who Should Attend Current or new users of Omgeo ALERTSM Plus who need to understand the file formats in order to upload/maintain data in ALERT Agenda: Through this overview of ALERT Plus functionality, you will: Review template files and the upload procedure Learn tips on populating and formatting files Use the Global Search and Replace functionality register + | view all sessions for this course + |
| Sep 9 2010 10:30AM New York 10:30-11:30 London 15:30-16:30 |
Webinar | English | AL342 - ALERT for Investment Managers: Creating and Maintaining SSIs Who Should Attend - Investment manager users who need to understand the correct format for their SSIs on a market/security basis - Broker users who want to gain a better understanding of how their IM clients enter data - Knowledge level: intermediate Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing - Understanding the validation rules and mandatory data elements - Market specific variations - Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain register + | view all sessions for this course + |
| Sep 9 2010 11:00AM New York 11:00-12:00 London 16:00-17:00 |
Webinar | English | CT311 - An Introduction to the new Omgeo CTM for Broker/Dealers User Interface Who Should Attend This course is designed as an introduction to Omgeo CTM for broker/dealers and for anyone who is a new user of the system. It is particularly helpful for any broker/dealers who have recently migrated from OASYS Global to Omgeo CTM and who are interested in additional training on the Omgeo CTM broker/dealer UI. Agenda: Effective navigation of the Trade Blotter register + | view all sessions for this course + |
| Sep 9 2010 2:00PM New York 14:00-15:00 |
Webinar | English | TM010 - OASYS-TradeMatch Informational Session for Prospective Clients and STP Partners Who Should Attend Investment Managers trading in US Equity and Fixed Income instruments who want to learn about the benefits and trade flow of OASYS-TradeMatch Agenda: Through this session, you will: See an overview of OASYS-TradeMatch trade flow Learn the benefits of OASYS-TradeMatch Tour OASYS, NearMatch and Confirm/Affirm register + | view all sessions for this course + |
| Sep 13 2010 11:00AM New York 11:00-12:00 London 16:00-17:00 Singapore 23:00-00:00 |
Webinar Location: Webinar |
English | OM321 - An Introduction to Omgeo Services Who Should Attend For new clients and those who wish to gain a general understanding of how Omgeo's services work together for you and your counterparties. Agenda: During this session you will see an overview of Omgeo's service offerings including: Omgeo ALERTSM (structure of settlement instructions and interaction with confirmation systems) Confirmation systems including Omgeo OASYSSM, Omgeo OASYS-TradeMatchSM, Omgeo OASYS GlobalSM and Omgeo Central Trade ManagerSM Settlement Notification (SWIFT messaging and relevance of ALERT SSIs) Benchmarks (measurements available) Collateral Management and Reconciliation solutions (Omgeo ProtoCollSM and Omgeo CrossCheckSM) register + | view all sessions for this course + |
| Sep 13 2010 10:00PM New York 22:00-23:30 London 03:00-04:30 (14-Sep-2010) Singapore 10:00-11:30 (14-Sep-2010) |
Webinar | English | OG311 - OASYS Global for Brokers Who Should Attend Current or new broker/dealer users of Omgeo OASYS Globalwho would like a formal introduction to using the service Agenda: Through this overview of OASYS Global, you will: Understand the benefits and trade flows Learn features and functionality, including creating new trade confirmations Review additional options register + | view all sessions for this course + |
| Sep 14 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
Webinar Location: Webinar |
English | SN301 - Central Trade Manager - Settlement Notification Who Should Attend Current day-to-day users of the Omgeo Central Trade ManagerSM system, and business executives or technical contacts who may find this general information useful to better understand the system. Anyone interested in implementing this functionality in the future and wanting to find out more information on how Settlement Notification in Omgeo CTM works. Agenda: Attend this session to learn more about Omgeo CTM’s Settlement Notification functionality and how it can help you streamline your post-trade processes. We will look specifically at how you can: - Automate notifications to third parties - Send Pre-Match Agreed notifications - Efficiently manage your instructions and notifications and deal with any exceptions register + | view all sessions for this course + |
| Sep 15 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
Webinar Location: Webinar |
English | AL311 - ALERT for Brokers Who Should Attend Current or new Omgeo ALERTSM users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information Agenda: Through this practical, pc-based instruction on ALERT's functionality and features, you will Create and maintain standing settlement instructions (SSIs) Retrieve and cross reference clients' funds and SSIs View and filter Alert messages and Mail Learn tips and shortcuts for using the web interface register + | view all sessions for this course + |
| Sep 15 2010 2:00PM New York 14:00-15:30 London 19:00-20:30 Singapore 02:00-03:30 (16-Sep-2010) |
Webinar Location: Webinar |
English | OG321 - Enriching your Omgeo OASYS Global transactions using Omgeo ALERT for Canadian Br Who Should Attend Current Canadian Broker/Dealer end users and technical contacts of Omgeo OASYS GlobalSM and Omgeo ALERTSM who want to understand how the ALERT enrichment process works in conjunction with OASYS Global and Omgeo Trade ManagerSM. Agenda: Through this overview of specific functionality within OASYS Global and ALERT you will understand how to Create standing settlement instructions in ALERT We will also discuss how enrichment affects Investment Manager’s using Omgeo CTM Settlement Notification. register + | view all sessions for this course + |
| Sep 16 2010 9:00AM New York 09:00-10:00 London 14:00-15:00 |
Webinar | English | CT311 - An Introduction to the new Omgeo CTM for Broker/Dealers User Interface Who Should Attend This course is designed as an introduction to Omgeo CTM for broker/dealers and for anyone who is a new user of the system. It is particularly helpful for any broker/dealers who have recently migrated from OASYS Global to Omgeo CTM and who are interested in additional training on the Omgeo CTM broker/dealer UI. Agenda: Effective navigation of the Trade Blotter register + | view all sessions for this course + |
| Sep 16 2010 2:00PM New York 14:00-15:00 London 19:00-20:00 Singapore 02:00-03:00 (17-Sep-2010) |
Webinar Location: Webinar |
English | CA301 - TradeSuite Confirm/Affirm for Investment Managers Who Should Attend New and Existing Users of Omgeo TradeSuite Confirm/Affirm who need to create, retrieve, archive, and export confirmations Agenda: Through this practical, pc-based instruction on Confirm/Affirm's functionality and features, you will: Retrieve and export confirmations Create and save confirmations Learn about archiving register + | view all sessions for this course + |
| Sep 20 2010 10:00PM New York 22:00-23:30 Singapore 10:00-11:30 (21-Sep-2010) |
Webinar | English | CT301 - Central Trade Manager for Investment Managers Who Should Attend Current or new users of Omgeo Central Trade ManagerSM who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions Agenda: Through this overview of Omgeo CTM we will cover: The trade flows and matching process with both Omgeo OASYS GlobalSM and Omgeo CTM Broker counterparties How to identify trade statuses and know when user intervention is required How to manage matching exceptions and when to reject, cancel, amend or force match them Ideas on how you could customise the User Interface to maximise your use of Omgeo CTM register + | view all sessions for this course + |
| Sep 21 2010 4:00AM London 09:00-10:00 Singapore 16:00-17:00 |
Webinar | English | CT311 - An Introduction to the new Omgeo CTM for Broker/Dealers User Interface Who Should Attend This course is designed as an introduction to Omgeo CTM for broker/dealers and for anyone who is a new user of the system. It is particularly helpful for any broker/dealers who have recently migrated from OASYS Global to Omgeo CTM and who are interested in additional training on the Omgeo CTM broker/dealer UI. Agenda: Effective navigation of the Trade Blotter register + | view all sessions for this course + |
| Sep 21 2010 10:00AM New York 10:00-11:30 London 15:00-16:30 |
Webinar Location: Webinar |
English | CT301 - Central Trade Manager for Investment Managers Who Should Attend Current or new users of Omgeo Central Trade ManagerSM who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions Agenda: Through this overview of Omgeo CTM we will cover: The trade flows and matching process with both Omgeo OASYS GlobalSM and Omgeo CTM Broker counterparties How to identify trade statuses and know when user intervention is required How to manage matching exceptions and when to reject, cancel, amend or force match them Ideas on how you could customise the User Interface to maximise your use of Omgeo CTM register + | view all sessions for this course + |
| Sep 21 2010 2:00PM |
Webinar Location: Webinar |
English | NM301 - TradeSuite NearMatch Training for Investment Managers Who Should Attend New and existing users of Omgeo TradeSuiteSM NearMatch who need to view unmatched allocations and unmatched broker confirms Agenda: Through this practical, pc-based instruction on NearMatch functionality and features, you will: Retrieve and view unmatched allocations and unmatched confirms Create possible allocation and broker confirm pairs based on specified matching criteria Tag and affirm confirms register + | view all sessions for this course + |
| Sep 22 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
Webinar Location: Webinar |
English | AL321 - ALERT: Input of Foreign Exchange/Cash Instructions and Data Authentication Who Should Attend - Investment managers and brokers who wish to use Omgeo ALERTSM for the input of their own FX and cash SSIs and who also need to interpret the FX SSIs of their counterparties - Knowledge level: intermediate Agenda: PART 1: Input of SSIs - Understanding the validation rules and mandatory data elements - Investment managers’ SSIs (2 and 3 levels of clearing) - Brokers’ SSIs (1 and 2 levels of clearing) - Future developments PART 2: Data Authentication - Setting up and activation of Data Authentication process - Monitoring the Data Authentication inbox - Understanding the creation, approval and authorisation process register + | view all sessions for this course + |
| Sep 22 2010 3:00PM New York 15:00-16:00 London 20:00-21:00 Singapore 03:00-04:00 (23-Sep-2010) |
Webinar Location: Webinar |
English | TM301 - OASYS-TradeMatch for Investment Managers Who Should Attend Current or new Omgeo OASYS-TradeMatchSM users who want to understand the OASYS-TradeMatch workflow and modules including Omgeo OASYSSM, Confirm/Affirm and NearMatch Agenda: OASYS-TradeMatch trade iformation flow Recognize block and allocation information Identify matching statuses Understand the functionality of OASYS, Omgeo TradeMatchSM, NearMatch and Confirm/Affirm register + | view all sessions for this course + |
| Sep 23 2010 10:00AM New York 10:00-12:00 London 15:00-17:00 |
Webinar | English | OG311 - OASYS Global for Brokers Who Should Attend Current or new broker/dealer users of Omgeo OASYS Globalwho would like a formal introduction to using the service Agenda: Through this overview of OASYS Global, you will: Understand the benefits and trade flows Learn features and functionality, including creating new trade confirmations Review additional options register + | view all sessions for this course + |
| Sep 28 2010 10:00AM New York 10:00-11:00 London 15:00-16:00 Singapore 22:00-23:00 |
Webinar Location: Webinar |
English | CT010 - Central Trade Manager Informational Session for Prospective Clients and STP Part Who Should Attend Investment Managers / Hedge Funds trading in Cross Border Equity and Fixed Income Instruments who want to learn about the benefits Omgeo Central Trade Manager Agenda: Through this session, you will: See an overview of Omgeo Central Trade Manager Learn the benefits of Omgeo Central Trade Manager Understand the functionality of Omgeo Central Trade Manager User Interface register + | view all sessions for this course + |
