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|  Contact Us 333 Bay Street Suite 400 Toronto, Ontario M5H 2R2 Tel: 416.687.7500 Fax: 416.687.7744 About Us + | |
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| NI 24-101 Canada is at the forefront of an evolving regulatory landscape with the National Instrument 24-101 (NI 24-101) mandate. View more + | |
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| Experience Omgeo See how our products can support your needs across the trade life cycle  | |
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| Quicklinks Event Calendar + Support + Upcoming Training + Partners + | |
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 You’re a custodian bank | |
 |  You are looking toImprove the accuracy of your account data, while streamlining your internal resources. Receive notifications on settlement details in an accurate and timely manner. Reduce risk and trade failure rates across equity and fixed income instruments. Lower your administration costs by eliminating manual communication methods. Gain a central view into portfolios and reconcile those positions with all counterparties, while automating your margining and collateral requirements process. Our recommended solution is Our Omgeo Central Trade Manager (Omgeo CTM) Settlement Notification offerings allow you to receive matched trade details electronically in industry standard formats, eliminating the need for you or your broker/dealer counterparts to reconcile trade details prior to settlement. In addition, you can use Omgeo ALERT, our web-based global database for standing settlement and account instructions, to electronically enter and update your equity and fixed income settlement arrangements while notifying those affected by a change with a single electronic alert. In addition, we recommend Omgeo ProtoColl for collateral and margin management and Omgeo CrossCheck for portfolio reconciliation. |
Products for Custodians
Omgeo CTM +
Omgeo ALERT +
CrossCheck +
ProtoColl +
Downloads
Omgeo CTM SN for Canada Datasheet +
Omgeo ALERT for Canada Datasheet +
CrossCheck Datasheet +
ProtoColl Datasheet +
Canadian Investment Management Operations Challenges and Strategies
The importance of operations functions at investment managers is increasing as risk management and regulatory requirements command more attention. To measure the pulse on the industry, Stratix Consulting conducted a study of the issues, challenges and emerging strategies within the operations functions of a representative segment of large investment management firms.
Download the White Paper +
View the Webinar +
