Deliver highly customized fixed income products
Expand the range of solutions at various price points and wrappers to grow your market share without prohibitive manual, time-consuming processes.
Offering new strategies such as SMAs, model portfolios, tax optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
Customize fixed income accounts at scale
Deliver custom bond accounts when managing high-net-worth portfolios holistically without manual, time-consuming processes.
Managing individual bond accounts, blended portfolios, and UMAs has become increasingly tedious, prohibiting the ability to tailor portfolios or scale growth. Using a combination of legacy platforms, custodial platforms and spreadsheets to make decisions is slow and prone to errors.
Manage customized model portfolios with ease
Build both CUSIP and characteristic-based models for corporates on a platform designed for fixed income investing without manual, time-consuming processes.
Enabling access to custom indexing or customized corporate bond portfolios with model portfolios isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.
Offer personalized muni portfolios at scale
Manage across multiple strategies concurrently on a modern, intuitive platform without manual, time-consuming processes.
Maintaining hundreds or thousands of portfolios across different strategies – state-focused, laddered, barbell, or custom – isn’t scalable with current technology. Using platforms that can only invest one strategy at a time or spreadsheets to make decisions isn’t effective.
