Trade overview page

Select a trade from either MY or Company trade page (links are to GO trade pages) to open the trade’s overview page.

From here, you can:

Trade overview page

View trade details

At the top of the page you get a quick view of the trade details.

View trade details
Counterparts

Counterparts

Get the details on the counterparts or navigate to their company profile by clicking their name. View the bid or ask interest by clicking the links at the bottom.

Contracts

Generate a contract from one of the templates (we will add all the trade details) or upload your contract.

When ready, send the contract to e-signing. All traders and signers are emailed the document and a link to E-Sign.

You get an overview of all active contracts and their status.

Contracts
Sidebar – counterpart

Sidebar – counterpart

Get a quick view of the counterpart, the sidebar has information on the company and trader.

You can click the company name to navigate to the relationship page for the specific company.

Sidebar – exposure

Get a quick overview of exposure and active trades with the trade counterpart.

Sidebar – exposure
Chat with counterparts

Chat with counterparts

Chat with all the involved parties in the trade.