Omgeo ALERT ASSIsT Registration

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.

QUESTIONS?

Email us alertassist@dtcc.com

Read our Fact Sheet

Enroll Now for ASSIsT Training Webinars

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