Mar 14LIVE

New CP Onboarding

Target: < 1 day onboarding

Import counterparty EOD position statements — Goldman, Morgan Stanley, JP Morgan, and more

1
Upload
2
Detect CP
3
Parse
4
Review
5
Done

Upload CP Statement

Upload an EOD position statement from your counterparty

Drop your PB EOD statement here

or click to browse — CSV, TSV, XLSX up to 50MB

CSVTSVXLSX

Load a sample PB statement: