Omgeo ALERT & Automating SSIs Together (ASSIsT) Program
DTCC is working with Broker/Dealers to fully embed Omgeo ALERT into the account onboarding process by providing a solution to the Broker/Dealers for their non-ALERT clients via the ASSIsT program initiative.
HOW DOES IT WORK?
- Non-ALERT clients will be able to complete a short ASSIsT registration form
- DTCC will verify the details and create an ALERT acronym for each ASSIsT client
- Once set up, the ASSIsT team will confirm the new ALERT Acronym to the client and request the client to commence onboarding via secure group email automatically triggering workflow case.
- Investment Managers can then communicate new SSIs or SSI changes and details of new/deleted funds to the ASSIsT team as part of their normal communications to Broker/dealers. The ASSIsT team will handle the rest.
HOW DO I REGISTER?
To register, please complete the form with your details and our team will contact you.
Email us firstname.lastname@example.org
Read our Fact Sheet
Enroll Now for ASSIsT Training Webinars