Counterparty

Table of Contents

Description

Financial meaning

A counterparty is any party — individual or organization — that participates in a financial transaction from the opposite side. In capital markets and investment platforms, counterparties include brokers, banks, issuers, custodians, and clients.

Platform abstraction

In the Finmars platform, Counterparty is a master data entity used to associate financial transactions, portfolios, and registers with external trading parties.

Counterparty also is used in:

Examples

User code  Group  Short name  Name  Public name  Notes 
CH-BND-20394857
Am_test01_ Am Test01

Cookbook

CRUD

Operations within platform.

Use Cases

What for it's used.

F.A.Q.

API documentation


Revision #5
Created 23 April 2025 21:24:57 by Anna Kostiv
Updated 30 April 2025 15:30:07 by Anna Kostiv