Lightweight CTRM
That works!

Don't JUST use spreadsheets to manage trades.
Supercharge them with OpenCTRM!

Why use OpenCTRM

Consolidate your trades

OpenCTRM consolidates all of your trades, forecasts, and market data into a relational database.

Secure your data

Your data will be secured and continuously backed up. All changes are audited and tracked forever.

Organize your data

OpenCTRM makes it easy to see exactly what you have in your database and provides easy to use tools for analysis

Integrate your data

OpenCTRM APIs can be used to connect to brokers, market data providers, and internal systems so that your data is always up to date.

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How It Works

We wanted to change the way companies get access to CTRM software by being more open and transparent then ever before.  No complex sales cycle or mystery pricing.  Read about our Open Trade credit system to see how we price the software.  Learn More

2

Work with our onboarding team

3

Setup and load your data

4

Select a plan & purchase credits

Simple yet powerful features

Capture Forecasts

Track purchase or sales forecasts in total or by individual vendor or customer.

Capture Hedges

Load up all your hedges either exchange traded or OTC.

Mark to Market

Calculate and store daily valuations and view your positions as of any point in time.

Consolidate Trades

Securely manage all of your trades in single place and track any changes over time.

Connect to Excel/PowerBI

Don't give up excel just make it better by connecting data directly through OpenCTRM power connect apis.

Categorize Trades

Enrich your trades with various different attributes so that you can slice and dice your data with ease

Happy Clients,
Great Reviews

Learn about OpenCTRM from other users and start your free trial today!

5/5

The OpenCTRM team was absolutely outstanding!  They worked with us to connect to our brokers and now everything just flows right in.

Tyler, Senior Analyst
5/5

All the solutions on the market were very expensive and loaded with features we didn’t need. OpenCTRM was just the perfect fit and so easy to work with.  

Kim, Chief Financial Officer
5/5

A breath of fresh air when it comes to getting a CTRM system.  No hassle, No long sales process, just get started and go!  The direct connect to Excel is amazing!  These guys have changed the game!  

Mike, Risk Manager