Features of CMTA Direct for Customers:

 

Within the CMTA billing process the Customer is a key part of the dispute resolution process. The Customers ability to resolve any disputes is dependent on their Prime Broker/Clearing Firm reconciling the Executing Brokers invoice and creating the notifications. In some cases the trade(s) in question might have taken place days, weeks or even a month earlier making the research process quite cumbersome and time consuming. MiddleLink CMTA Direct customer portal provides access to billing discrepancies on T+2 and monthly invoices the same day they are generated.

 

  • Daily reconciliation process identifies billing discrepancies on T+2
  • Optional ability to resolve discrepancies
  • Track commissions by Executing Broker/Prime Broker intra month
  • Access to monthly invoices on their generation date

 

For pricing or to schedule a demo, please contact us.

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