Login/Authentication
We can do this for an advisor requesting we place a trade
We can guide them through the self-service steps or refer them to the trading desk.
The software to submit a case
SalesForce
The names of the three individuals you've shadowed.
Maria, Briana, or Wynnter
Trades settle T+____
T+2
The button used for sending emails
Send email for approval button
IC stands for?
Inteliclear
Name one of the two pieces of information we must confirm to authenticate an advisor or advisee.
Authentication options: Security question answer, SSN, DOB, phone number on file.
SSN or account number is REQUIRED
Software IC firms use to place trades for fixed income products in FolioInstitutional.com
BondNav
This is how you capture key client issues
Log a task within Salesforce. Navigate to pp. 25 of the the new instance user guide for complete instructions.
Group of holdings that an advisor may subscribe their clients to
Model
Another name for legacy firms
GPS Firms
This many trading times occur in a window trade. These are the trading times.
Two trading windows closing at 11am EST and 2pm EST
This is the name of the view for all new cases we receive
GSAS-Client Services-Not Modified
Name for a group of models
Allocation
The definition of the acronyms GSAS and GSCS
Goldman Sachs Advisor Solutions - Advisor directed
Goldman Sachs Custody Solutions - Advisee directed
This is how you describe a stop limit trade
A stop limit trade ensures that you get the price you set, but it doesn't guarantee that your trade will go through.
Navigate here to view the Salesforce directory and ownership
Salesforce New Instance Routing Guide
This type of trade is facilitated at 11am and 2pm EST. It describes aggregate trading used for advisors to manage their book of business. Allows trading for multiple clients at the same time.
Window order/trade